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Wealthspire Advisors, LLC: AON position timeline

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

Wealthspire Advisors, LLC held 726,424 AON shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 726,424 shares
    Change vs previous 13F -257,651 shares

    1.33% of the 13F portfolio, value $240,947,580.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, LLC
    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 984,075 shares
    Change vs previous 13F +710,479 shares

    2.49% of the 13F portfolio, value $317,639,641.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, LLC
    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 273,596 shares
    Change vs previous 13F +42,739 shares

    0.77% of the 13F portfolio, value $96,546,710.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, LLC
    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 230,857 shares
    Change vs previous 13F -2,305 shares

    0.43% of the 13F portfolio, value $82,319,114.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, LLC
    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 233,162 shares
    Change vs previous 13F -54,970 shares

    0.47% of the 13F portfolio, value $83,182,919.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, LLC
    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 288,132 shares
    Change vs previous 13F -8,730 shares

    0.69% of the 13F portfolio, value $114,990,591.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, LLC
    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 296,862 shares
    Change vs previous 13F +14,283 shares

    1.06% of the 13F portfolio, value $106,620,905.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, LLC
    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 282,579 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $97,769,396.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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