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AssuredPartners Investment Advisors, LLC: FV position timeline

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

AssuredPartners Investment Advisors, LLC held 9,903 FV 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 9,903 shares
    Change vs previous 13F -51,860 shares

    0.07% of the 13F portfolio, value $751,429.

    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 61,763 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,790,371.

    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).