AssuredPartners Investment Advisors, LLCCoreConcentrated trader

CIK: 0002055492 | Tampa, FL

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	416	$1.0B	2026-08-10	SEC ↗
Q1 2026	13F-HR	402	$919.2M	2026-04-13	SEC ↗
Q4 2025	13F-HR	342	$672.2M	2026-02-03	SEC ↗
Q3 2025	13F-HR	268	$449.2M	2025-10-06	SEC ↗
Q2 2025	13F-HR	239	$408.9M	2025-07-29	SEC ↗
Q1 2025	13F-HR	326	$518.1M	2025-04-23	SEC ↗
Q4 2024	13F-HR	320	$513.2M	2025-02-12	SEC ↗