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Disclosery

waypoint wealth counsel: AON position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of waypoint wealth counsel on AON, newest first. How the timeline and the estimate are built.

waypoint wealth counsel held 0 AON shares at 2026-03-31 per its 13F-HR filed 2026-04-23.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,064 shares

    13F-HR 0001807909-26-000002 filed by waypoint wealth counsel
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,064 shares
    Change vs previous 13F +117 shares

    0.14% of the 13F portfolio, value $375,482.

    13F-HR 0001807909-26-000001 filed by waypoint wealth counsel
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 947 shares
    Change vs previous 13F +4 shares

    0.13% of the 13F portfolio, value $337,695.

    13F-HR 0001807909-25-000006 filed by waypoint wealth counsel
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 943 shares
    Change vs previous 13F +6 shares

    0.17% of the 13F portfolio, value $336,436.

    13F-HR 0001807909-25-000004 filed by waypoint wealth counsel
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 937 shares
    Change vs previous 13F +3 shares

    0.23% of the 13F portfolio, value $373,957.

    13F-HR 0001807909-25-000002 filed by waypoint wealth counsel
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 934 shares
    Change vs previous 13F +7 shares

    0.22% of the 13F portfolio, value $335,461.

    13F-HR 0001807909-25-000001 filed by waypoint wealth counsel
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 927 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $320,736.

    13F-HR 0001807909-24-000010 filed by waypoint wealth counsel
    Filed (acceptance time not in the bulk data set), ingested

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