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AssuredPartners Investment Advisors, LLC: DFIC position timeline

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

AssuredPartners Investment Advisors, LLC held 141,685 DFIC 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 141,685 shares
    Change vs previous 13F +19,663 shares

    0.51% of the 13F portfolio, value $5,279,184.

    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 122,022 shares
    Change vs previous 13F +1,744 shares

    0.48% of the 13F portfolio, value $4,405,010.

    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 120,278 shares
    Change vs previous 13F +4,195 shares

    0.62% of the 13F portfolio, value $4,144,771.

    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 116,083 shares
    Change vs previous 13F +7,363 shares

    0.85% of the 13F portfolio, value $3,806,359.

    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 108,720 shares
    Change vs previous 13F +2,786 shares

    0.83% of the 13F portfolio, value $3,380,110.

    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 105,934 shares
    Change vs previous 13F +14,095 shares

    0.57% of the 13F portfolio, value $2,941,799.

    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 91,839 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $2,373,569.

    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).