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AssuredPartners Investment Advisors, LLC: BUFY position timeline

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

AssuredPartners Investment Advisors, LLC held 75,643 BUFY 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 75,643 shares
    Change vs previous 13F -1,549 shares

    0.17% of the 13F portfolio, value $1,770,651.

    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 77,192 shares
    Change vs previous 13F -3,771 shares

    0.19% of the 13F portfolio, value $1,740,680.

    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 80,963 shares
    Change vs previous 13F +69,824 shares

    0.27% of the 13F portfolio, value $1,800,617.

    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 11,139 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $242,050.

    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).