AssuredPartners Investment Advisors, LLC: DFSD position timeline

AssuredPartners Investment Advisors, LLC held 177,901 DFSD 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 177,901 shares

   Change vs previous 13F +3,748 shares

   0.82% of the 13F portfolio, value $8,494,783.

   13F-HR 0002085853-26-000967 filed by AssuredPartners Investment Advisors, LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 174,153 shares

   Change vs previous 13F +3,288 shares

   0.91% of the 13F portfolio, value $8,335,839.

   13F-HR 0002085853-26-000348 filed by AssuredPartners Investment Advisors, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 170,865 shares

   Change vs previous 13F +6,508 shares

   1.22% of the 13F portfolio, value $8,192,957.

   13F-HR 0002085853-26-000171 filed by AssuredPartners Investment Advisors, LLC
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 164,357 shares

   Change vs previous 13F +11,140 shares

   1.76% of the 13F portfolio, value $7,920,375.

   13F-HR 0002085853-25-000013 filed by AssuredPartners Investment Advisors, LLC
   Filed 2025-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 153,217 shares

   Change vs previous 13F +8,407 shares

   1.8% of the 13F portfolio, value $7,355,966.

   13F-HR 0001667731-25-001002 filed by AssuredPartners Investment Advisors, LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 144,810 shares

   Change vs previous 13F +10,253 shares

   1.33% of the 13F portfolio, value $6,881,377.

   13F-HR 0001667731-25-000487 filed by AssuredPartners Investment Advisors, LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 134,557 shares

   Change vs previous 13F not available

   1.23% of the 13F portfolio, value $6,308,047.

   13F-HR 0001667731-25-000243 filed by AssuredPartners Investment Advisors, LLC
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).