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AssuredPartners Investment Advisors, LLC: UTWY position timeline

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

AssuredPartners Investment Advisors, LLC held 0 UTWY shares at 2025-06-30 per its 13F-HR filed 2025-07-29.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -67,533 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 67,533 shares
    Change vs previous 13F -19,925 shares

    0.58% of the 13F portfolio, value $3,027,059.

    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).

  3. period ended2024-12-31
    13F 87,458 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $3,796,892.

    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).