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Disclosery

Heritage Family Offices, LLP: AON position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Family Offices, LLP on AON, newest first. How the timeline and the estimate are built.

Heritage Family Offices, LLP held 640 AON shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 640 shares
    Change vs previous 13F -525 shares

    0.08% of the 13F portfolio, value $212,256.

    13F-HR 0002019316-26-000005 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,165 shares
    Change vs previous 13F -880 shares

    0.17% of the 13F portfolio, value $376,017.

    13F-HR 0002019316-26-000002 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,045 shares
    Change vs previous 13F -263 shares

    0.33% of the 13F portfolio, value $721,615.

    13F-HR 0002019316-26-000001 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,308 shares
    Change vs previous 13F +35 shares

    0.38% of the 13F portfolio, value $822,964.

    13F-HR 0002019316-25-000006 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,273 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $896,788.

    13F-HR 0002019316-25-000003 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,273 shares
    Change vs previous 13F -678 shares

    0.46% of the 13F portfolio, value $907,103.

    13F-HR 0002019316-25-000002 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,951 shares
    Change vs previous 13F +423 shares

    0.53% of the 13F portfolio, value $1,059,856.

    13F-HR 0002019316-25-000001 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,528 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $874,644.

    13F-HR 0002019316-24-000002 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).