AssuredPartners Investment Advisors, LLC: DFCF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AssuredPartners Investment Advisors, LLC on DFCF, newest first. How the timeline and the estimate are built.
AssuredPartners Investment Advisors, LLC held 175,724 DFCF shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 175,724 sharesChange vs previous 13F +3,190 shares
0.72% of the 13F portfolio, value $7,417,331.
13F-HR 0002085853-26-000967 filed by AssuredPartners Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 172,534 sharesChange vs previous 13F -2,057 shares
0.79% of the 13F portfolio, value $7,292,999.
13F-HR 0002085853-26-000348 filed by AssuredPartners Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 174,591 sharesChange vs previous 13F +12,079 shares
1.11% of the 13F portfolio, value $7,430,572.
13F-HR 0002085853-26-000171 filed by AssuredPartners Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 162,512 sharesChange vs previous 13F +10,759 shares
1.55% of the 13F portfolio, value $6,949,008.
13F-HR 0002085853-25-000013 filed by AssuredPartners Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 151,753 sharesChange vs previous 13F +1,342 shares
1.57% of the 13F portfolio, value $6,413,082.
13F-HR 0001667731-25-001002 filed by AssuredPartners Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 150,411 sharesChange vs previous 13F +901 shares
1.22% of the 13F portfolio, value $6,326,268.
13F-HR 0001667731-25-000487 filed by AssuredPartners Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 149,510 sharesChange vs previous 13F not available
1.2% of the 13F portfolio, value $6,170,267.
13F-HR 0001667731-25-000243 filed by AssuredPartners Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).