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AssuredPartners Investment Advisors, LLC: JCPB position timeline

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

AssuredPartners Investment Advisors, LLC held 93,913 JCPB 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 93,913 shares
    Change vs previous 13F +2,460 shares

    0.43% of the 13F portfolio, value $4,408,275.

    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 91,453 shares
    Change vs previous 13F -1,577 shares

    0.47% of the 13F portfolio, value $4,290,998.

    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 93,030 shares
    Change vs previous 13F +64,485 shares

    0.66% of the 13F portfolio, value $4,404,951.

    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 28,545 shares
    Change vs previous 13F +1,049 shares

    0.3% of the 13F portfolio, value $1,357,297.

    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 27,496 shares
    Change vs previous 13F -72,798 shares

    0.32% of the 13F portfolio, value $1,293,970.

    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 100,294 shares
    Change vs previous 13F +4,624 shares

    0.91% of the 13F portfolio, value $4,717,842.

    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 95,670 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $4,407,517.

    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).