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AssuredPartners Investment Advisors, LLC: SOUN position timeline

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

AssuredPartners Investment Advisors, LLC held 66,792 SOUN 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 66,792 shares
    Change vs previous 13F -4,701 shares

    0.04% of the 13F portfolio, value $432,145.

    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 71,493 shares
    Change vs previous 13F +150 shares

    0.05% of the 13F portfolio, value $479,004.

    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 71,343 shares
    Change vs previous 13F +2,561 shares

    0.11% of the 13F portfolio, value $711,290.

    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 68,782 shares
    Change vs previous 13F +3,882 shares

    0.25% of the 13F portfolio, value $1,106,015.

    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 64,900 shares
    Change vs previous 13F -3,089 shares

    0.17% of the 13F portfolio, value $696,378.

    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 67,989 shares
    Change vs previous 13F +20,341 shares

    0.11% of the 13F portfolio, value $552,071.

    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 47,648 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $945,336.

    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).