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AssuredPartners Investment Advisors, LLC: FEX position timeline

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

AssuredPartners Investment Advisors, LLC held 15,877 FEX 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 15,877 shares
    Change vs previous 13F -998 shares

    0.21% of the 13F portfolio, value $2,220,804.

    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 16,875 shares
    Change vs previous 13F -510 shares

    0.23% of the 13F portfolio, value $2,081,552.

    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 17,385 shares
    Change vs previous 13F +219 shares

    0.31% of the 13F portfolio, value $2,062,154.

    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 17,166 shares
    Change vs previous 13F -1,756 shares

    0.45% of the 13F portfolio, value $2,005,402.

    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 18,922 shares
    Change vs previous 13F -145,902 shares

    0.51% of the 13F portfolio, value $2,080,613.

    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 164,824 shares
    Change vs previous 13F +14,350 shares

    3.26% of the 13F portfolio, value $16,887,879.

    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 150,474 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $15,693,684.

    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).