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AssuredPartners Investment Advisors, LLC: VWOB position timeline

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

AssuredPartners Investment Advisors, LLC held 72,867 VWOB 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 72,867 shares
    Change vs previous 13F +3,310 shares

    0.47% of the 13F portfolio, value $4,899,565.

    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 69,557 shares
    Change vs previous 13F +2,038 shares

    0.5% of the 13F portfolio, value $4,571,268.

    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 67,519 shares
    Change vs previous 13F +57,623 shares

    0.68% of the 13F portfolio, value $4,552,797.

    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 9,896 shares
    Change vs previous 13F -2,751 shares

    0.15% of the 13F portfolio, value $662,042.

    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 12,647 shares
    Change vs previous 13F -31,598 shares

    0.2% of the 13F portfolio, value $826,481.

    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 44,245 shares
    Change vs previous 13F +25,524 shares

    0.55% of the 13F portfolio, value $2,840,515.

    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 18,721 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,182,205.

    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).