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AssuredPartners Investment Advisors, LLC: ONEQ position timeline

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

AssuredPartners Investment Advisors, LLC held 45,808 ONEQ 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 45,808 shares
    Change vs previous 13F +18,887 shares

    0.46% of the 13F portfolio, value $4,728,324.

    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 26,921 shares
    Change vs previous 13F -30,756 shares

    0.25% of the 13F portfolio, value $2,331,074.

    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 57,677 shares
    Change vs previous 13F +45,798 shares

    0.78% of the 13F portfolio, value $5,271,653.

    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 11,879 shares
    Change vs previous 13F +8,946 shares

    0.24% of the 13F portfolio, value $1,058,818.

    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 2,933 shares
    Change vs previous 13F -65,357 shares

    0.06% of the 13F portfolio, value $234,944.

    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 68,290 shares
    Change vs previous 13F +3,800 shares

    0.9% of the 13F portfolio, value $4,648,168.

    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 64,490 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $4,905,075.

    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).