Skip to content
Disclosery

AssuredPartners Investment Advisors, LLC: SCHI position timeline

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

AssuredPartners Investment Advisors, LLC held 223,442 SCHI 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 223,442 shares
    Change vs previous 13F +10,463 shares

    0.49% of the 13F portfolio, value $5,058,727.

    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 212,979 shares
    Change vs previous 13F +7,487 shares

    0.52% of the 13F portfolio, value $4,819,715.

    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 205,492 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $4,720,151.

    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).