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AssuredPartners Investment Advisors, LLC: DDFS position timeline

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

AssuredPartners Investment Advisors, LLC held 12,437 DDFS 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 12,437 shares
    Change vs previous 13F -1,986 shares

    0.03% of the 13F portfolio, value $273,241.

    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 14,423 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $306,200.

    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 14,423 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $305,623.

    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).