AssuredPartners Investment Advisors, LLC: IBDR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AssuredPartners Investment Advisors, LLC on IBDR, newest first. How the timeline and the estimate are built.
AssuredPartners Investment Advisors, LLC held 37,172 IBDR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 37,172 sharesChange vs previous 13F -11,085 shares
0.09% of the 13F portfolio, value $900,689.
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 48,257 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $1,166,383.
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).