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AssuredPartners Investment Advisors, LLC: BUFS position timeline

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

AssuredPartners Investment Advisors, LLC held 73,676 BUFS 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 73,676 shares
    Change vs previous 13F -2,171 shares

    0.18% of the 13F portfolio, value $1,848,531.

    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 75,847 shares
    Change vs previous 13F -3,721 shares

    0.19% of the 13F portfolio, value $1,767,235.

    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 79,568 shares
    Change vs previous 13F +68,878 shares

    0.27% of the 13F portfolio, value $1,817,333.

    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 10,690 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $240,204.

    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).