AssuredPartners Investment Advisors, LLC: XMMO position timeline

AssuredPartners Investment Advisors, LLC held 188,397 XMMO 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 188,397 shares

   Change vs previous 13F +68,767 shares

   3.1% of the 13F portfolio, value $32,053,838.

   13F-HR 0002085853-26-000967 filed by AssuredPartners Investment Advisors, LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 119,630 shares

   Change vs previous 13F -11,252 shares

   1.92% of the 13F portfolio, value $17,646,648.

   13F-HR 0002085853-26-000348 filed by AssuredPartners Investment Advisors, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 130,882 shares

   Change vs previous 13F +23,805 shares

   2.7% of the 13F portfolio, value $18,121,869.

   13F-HR 0002085853-26-000171 filed by AssuredPartners Investment Advisors, LLC
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 107,077 shares

   Change vs previous 13F +8,262 shares

   3.22% of the 13F portfolio, value $14,480,049.

   13F-HR 0002085853-25-000013 filed by AssuredPartners Investment Advisors, LLC
   Filed 2025-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 98,815 shares

   Change vs previous 13F +69,555 shares

   3.11% of the 13F portfolio, value $12,710,604.

   13F-HR 0001667731-25-001002 filed by AssuredPartners Investment Advisors, LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 29,260 shares

   Change vs previous 13F +2,125 shares

   0.64% of the 13F portfolio, value $3,328,564.

   13F-HR 0001667731-25-000487 filed by AssuredPartners Investment Advisors, LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 27,135 shares

   Change vs previous 13F not available

   0.65% of the 13F portfolio, value $3,351,932.

   13F-HR 0001667731-25-000243 filed by AssuredPartners Investment Advisors, LLC
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).