Acumen Wealth Advisors, LLC

Position in AIZ — Assurant, Inc.

CIK 1939202 CHATTANOOGA, TN

Position in AIZ

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$4,565

+$863 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#545

of 605 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Acumen Wealth Advisors, LLC holds $212,965 across 3 Insurance - Property & Casualty names. AIZ ranks #3 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	536	$176,944
2	PGR	Progressive Corp/Oh/	144	$31,456
3	AIZ	Assurant, Inc. This page	17	$4,565

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,565	17	0.0%	Shares	Sole	2026-08-03
2026-03-31	$3,702	17	0.0%	Shares	Sole	2026-05-13
2025-12-31	$4,094	17	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.