Skip to content
Disclosery

AssuredPartners Investment Advisors, LLC: MPT position timeline

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

AssuredPartners Investment Advisors, LLC held 158,109 MPT 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 158,109 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $730,464.

    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 158,109 shares
    Change vs previous 13F -23,200 shares

    0.08% of the 13F portfolio, value $727,301.

    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 181,309 shares
    Change vs previous 13F +1,150 shares

    0.13% of the 13F portfolio, value $906,545.

    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 180,159 shares
    Change vs previous 13F +2,480 shares

    0.2% of the 13F portfolio, value $913,406.

    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 177,679 shares
    Change vs previous 13F -1,917 shares

    0.19% of the 13F portfolio, value $765,796.

    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 179,596 shares
    Change vs previous 13F -3,228 shares

    0.21% of the 13F portfolio, value $1,082,964.

    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 182,824 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $722,155.

    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).