VSM Wealth Advisory, LLC: AON position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VSM Wealth Advisory, LLC on AON, newest first. How the timeline and the estimate are built.
VSM Wealth Advisory, LLC held 1,155 AON shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 1,155 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $383,102.
13F-HR 0002050660-26-000003 filed by VSM Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,155 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $372,811.
13F-HR 0002050660-26-000002 filed by VSM Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,155 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $407,576.
13F-HR 0002050660-26-000001 filed by VSM Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,155 sharesChange vs previous 13F 0 shares
0.13% of the 13F portfolio, value $411,850.
13F-HR 0002050660-25-000007 filed by VSM Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,155 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $412,058.
13F-HR 0002050660-25-000006 filed by VSM Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,155 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $460,949.
13F-HR 0002050660-25-000003 filed by VSM Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).