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AssuredPartners Investment Advisors, LLC: PFEB position timeline

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

AssuredPartners Investment Advisors, LLC held 27,521 PFEB 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 27,521 shares
    Change vs previous 13F -301 shares

    0.11% of the 13F portfolio, value $1,185,065.

    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 27,822 shares
    Change vs previous 13F +6,873 shares

    0.12% of the 13F portfolio, value $1,123,463.

    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 20,949 shares
    Change vs previous 13F +14,676 shares

    0.13% of the 13F portfolio, value $853,020.

    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 6,273 shares
    Change vs previous 13F -621 shares

    0.06% of the 13F portfolio, value $248,975.

    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 6,894 shares
    Change vs previous 13F -13,798 shares

    0.06% of the 13F portfolio, value $262,041.

    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 20,692 shares
    Change vs previous 13F -2,739 shares

    0.14% of the 13F portfolio, value $741,187.

    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 23,431 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $862,261.

    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).