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AssuredPartners Investment Advisors, LLC: SPY position timeline

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

AssuredPartners Investment Advisors, LLC held 3,521 SPY 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 3,521 shares
    Change vs previous 13F +602 shares

    0.25% of the 13F portfolio, value $2,629,623.

    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 2,919 shares
    Change vs previous 13F -3,603 shares

    0.21% of the 13F portfolio, value $1,923,385.

    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 6,522 shares
    Change vs previous 13F +1,955 shares

    0.66% of the 13F portfolio, value $4,447,264.

    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 4,567 shares
    Change vs previous 13F +1,508 shares

    0.68% of the 13F portfolio, value $3,042,340.

    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 3,059 shares
    Change vs previous 13F -315 shares

    0.46% of the 13F portfolio, value $1,889,961.

    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 3,374 shares
    Change vs previous 13F -149 shares

    0.36% of the 13F portfolio, value $1,887,187.

    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 3,523 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,064,482.

    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).