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AssuredPartners Investment Advisors, LLC: SPTM position timeline

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

AssuredPartners Investment Advisors, LLC held 252,181 SPTM 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 252,181 shares
    Change vs previous 13F +4,747 shares

    2.22% of the 13F portfolio, value $22,895,525.

    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 247,434 shares
    Change vs previous 13F +2,238 shares

    2.16% of the 13F portfolio, value $19,819,438.

    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 245,196 shares
    Change vs previous 13F +6,094 shares

    3.01% of the 13F portfolio, value $20,228,695.

    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 239,102 shares
    Change vs previous 13F +10,451 shares

    4.29% of the 13F portfolio, value $19,283,601.

    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 228,651 shares
    Change vs previous 13F not available

    4.19% of the 13F portfolio, value $17,123,655.

    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).