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AssuredPartners Investment Advisors, LLC: DFAU position timeline

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

AssuredPartners Investment Advisors, LLC held 74,866 DFAU 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 74,866 shares
    Change vs previous 13F +5,511 shares

    0.37% of the 13F portfolio, value $3,869,820.

    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 69,355 shares
    Change vs previous 13F +979 shares

    0.34% of the 13F portfolio, value $3,169,525.

    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 68,376 shares
    Change vs previous 13F +3,421 shares

    0.48% of the 13F portfolio, value $3,199,975.

    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 64,955 shares
    Change vs previous 13F +8,909 shares

    0.66% of the 13F portfolio, value $2,972,323.

    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 56,046 shares
    Change vs previous 13F -2,355 shares

    0.58% of the 13F portfolio, value $2,374,116.

    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 58,401 shares
    Change vs previous 13F +9,621 shares

    0.43% of the 13F portfolio, value $2,244,947.

    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 48,780 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,975,093.

    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).