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AssuredPartners Investment Advisors, LLC: BUFP position timeline

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

AssuredPartners Investment Advisors, LLC held 146,647 BUFP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,647 shares
    Change vs previous 13F -2,425 shares

    0.45% of the 13F portfolio, value $4,700,036.

    13F-HR 0002085853-26-000967 filed by AssuredPartners Investment 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 149,072 shares
    Change vs previous 13F -3,156 shares

    0.49% of the 13F portfolio, value $4,470,669.

    13F-HR 0002085853-26-000348 filed by AssuredPartners Investment 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 152,228 shares
    Change vs previous 13F +130,713 shares

    0.68% of the 13F portfolio, value $4,585,747.

    13F-HR 0002085853-26-000171 filed by AssuredPartners Investment 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 21,515 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $631,932.

    13F-HR 0002085853-25-000013 filed by AssuredPartners Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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