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AssuredPartners Investment Advisors, LLC: QQQM position timeline

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

AssuredPartners Investment Advisors, LLC held 20,573 QQQM 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 20,573 shares
    Change vs previous 13F +7,294 shares

    0.6% of the 13F portfolio, value $6,232,954.

    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 13,279 shares
    Change vs previous 13F -16,323 shares

    0.35% of the 13F portfolio, value $3,217,739.

    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 29,602 shares
    Change vs previous 13F +23,948 shares

    1.11% of the 13F portfolio, value $7,486,998.

    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 5,654 shares
    Change vs previous 13F +3,933 shares

    0.31% of the 13F portfolio, value $1,397,219.

    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 1,721 shares
    Change vs previous 13F -35,082 shares

    0.1% of the 13F portfolio, value $390,774.

    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 36,803 shares
    Change vs previous 13F +1,858 shares

    1.37% of the 13F portfolio, value $7,103,767.

    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 34,945 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $7,354,235.

    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).