AssuredPartners Investment Advisors, LLC: ED position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AssuredPartners Investment Advisors, LLC on ED, newest first. How the timeline and the estimate are built.
AssuredPartners Investment Advisors, LLC held 8,835 ED shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 8,835 sharesChange vs previous 13F +1,441 shares
0.09% of the 13F portfolio, value $977,391.
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 7,394 sharesChange vs previous 13F -4,329 shares
0.09% of the 13F portfolio, value $847,419.
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 11,723 sharesChange vs previous 13F +5,530 shares
0.17% of the 13F portfolio, value $1,164,288.
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 6,193 sharesChange vs previous 13F +3,428 shares
0.14% of the 13F portfolio, value $622,494.
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 2,765 sharesChange vs previous 13F -5,927 shares
0.07% of the 13F portfolio, value $277,476.
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 8,692 sharesChange vs previous 13F -1,595 shares
0.19% of the 13F portfolio, value $961,255.
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 10,287 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $917,890.
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).