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AssuredPartners Investment Advisors, LLC: DEM position timeline

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

AssuredPartners Investment Advisors, LLC held 172,446 DEM 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 172,446 shares
    Change vs previous 13F +2,142 shares

    0.9% of the 13F portfolio, value $9,275,866.

    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 170,304 shares
    Change vs previous 13F +2,922 shares

    0.92% of the 13F portfolio, value $8,448,805.

    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 167,382 shares
    Change vs previous 13F +15,213 shares

    1.16% of the 13F portfolio, value $7,818,418.

    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 152,169 shares
    Change vs previous 13F +4,159 shares

    1.56% of the 13F portfolio, value $6,998,274.

    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).

  5. period ended2025-06-30
    13F 148,010 shares
    Change vs previous 13F +23,425 shares

    1.64% of the 13F portfolio, value $6,703,365.

    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 124,585 shares
    Change vs previous 13F +12,823 shares

    1.01% of the 13F portfolio, value $5,242,518.

    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 111,762 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $4,525,247.

    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).