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AssuredPartners Investment Advisors, LLC: DECW position timeline

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

AssuredPartners Investment Advisors, LLC held 19,983 DECW 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 19,983 shares
    Change vs previous 13F -134 shares

    0.07% of the 13F portfolio, value $712,396.

    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 20,117 shares
    Change vs previous 13F -216 shares

    0.07% of the 13F portfolio, value $676,434.

    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 20,333 shares
    Change vs previous 13F +20,333 shares

    0.1% of the 13F portfolio, value $690,102.

    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 0 shares
    Change vs previous 13F -10,740 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 10,740 shares
    Change vs previous 13F -43,831 shares

    0.08% of the 13F portfolio, value $339,330.

    13F-HR 0001667731-25-001002 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).

  6. period ended2025-03-31
    13F 54,571 shares
    Change vs previous 13F -1,356 shares

    0.32% of the 13F portfolio, value $1,634,412.

    13F-HR 0001667731-25-000487 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).

  7. period ended2024-12-31
    13F 55,927 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,701,310.

    13F-HR 0001667731-25-000243 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).