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AssuredPartners Investment Advisors, LLC: JPIB position timeline

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

AssuredPartners Investment Advisors, LLC held 153,213 JPIB 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 153,213 shares
    Change vs previous 13F +8,727 shares

    0.72% of the 13F portfolio, value $7,407,837.

    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 144,486 shares
    Change vs previous 13F +3,076 shares

    0.75% of the 13F portfolio, value $6,889,097.

    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 141,410 shares
    Change vs previous 13F +120,732 shares

    1.02% of the 13F portfolio, value $6,886,660.

    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 20,678 shares
    Change vs previous 13F -4,900 shares

    0.23% of the 13F portfolio, value $1,013,860.

    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 25,578 shares
    Change vs previous 13F -53,031 shares

    0.3% of the 13F portfolio, value $1,243,599.

    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 78,609 shares
    Change vs previous 13F +4,002 shares

    0.73% of the 13F portfolio, value $3,764,602.

    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 74,607 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $3,525,904.

    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).