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AssuredPartners Investment Advisors, LLC: TFC position timeline

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

AssuredPartners Investment Advisors, LLC held 25,350 TFC 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 25,350 shares
    Change vs previous 13F -104 shares

    0.12% of the 13F portfolio, value $1,262,937.

    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 25,454 shares
    Change vs previous 13F -5,039 shares

    0.13% of the 13F portfolio, value $1,212,629.

    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 30,493 shares
    Change vs previous 13F -983 shares

    0.22% of the 13F portfolio, value $1,500,561.

    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 31,476 shares
    Change vs previous 13F -98 shares

    0.32% of the 13F portfolio, value $1,439,083.

    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 31,574 shares
    Change vs previous 13F +948 shares

    0.33% of the 13F portfolio, value $1,357,366.

    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 30,626 shares
    Change vs previous 13F +2,827 shares

    0.24% of the 13F portfolio, value $1,260,260.

    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 27,799 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,205,921.

    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).