AssuredPartners Investment Advisors, LLC SOUN — SOUNDHOUND AI INC

Ownership history in AssuredPartners Investment Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

AssuredPartners Investment Advisors, LLC reported SOUNDHOUND AI INC (SOUN) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.25% in 2025 Q3. The latest visible filing shows SOUN at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SOUN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AssuredPartners Investment Advisors, LLC's position in SOUNDHOUND AI INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SOUN was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SOUN stock page AssuredPartners Investment Advisors, LLC fund profile AssuredPartners Investment Advisors, LLC full holdings
How AssuredPartners Investment Advisors, LLC held SOUN — position size vs. price
% of Fund (quarterly)    SOUN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 66,792 -4,701 -6.6% 0.04% $432K 2026-08-10 $7.46
2026 Q1 ADDED — — — 71,493 +150 +0.2% 0.05% $479K 2026-04-13 $6.84
2025 Q4 ADDED — — — 71,343 +2,561 +3.7% 0.11% $711K 2026-02-03 $8.26
2025 Q3 ADDED — — — 68,782 +3,882 +6.0% 0.25% $1.1M 2025-10-06 $18.25
2025 Q2 REDUCED — — — 64,900 -3,089 -4.5% 0.17% $696K 2025-07-29 $10.69
2025 Q1 ADDED — — — 67,989 +20,341 +42.7% 0.11% $552K 2025-04-23 $8.75
2024 Q4 INITIATED — — — 47,648 — — 0.18% $945K 2025-02-12 $13.97

🏢 Other funds also holding SOUN

As of 2026 Q2 — sorted by position size

Warm Springs Advisors Inc. 0.97% Themes Management Co LLC 0.74% KIECKHEFER GROUP LLC 0.67% AlphaCentric Advisors LLC 3Y 0.55% BURR FINANCIAL SERVICES, LLC 0.35% One Wealth Management Investment & Advisory Services, LLC 0.28% BIRCH FINANCIAL GROUP, LLC 0.28% Headlands Technologies LLC 3Y 0.27% IFC & Insurance Marketing, Inc. 0.24% Wealth Management Associates, Inc. 0.18%

FAQ About AssuredPartners Investment Advisors, LLC and SOUN

These are the practical questions this page is built to answer before you even open the full history table.

How long has AssuredPartners Investment Advisors, LLC reported owning SOUN?

AssuredPartners Investment Advisors, LLC reported SOUN across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported SOUN position in AssuredPartners Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for SOUN was 0.25% in 2025 Q3.

What is the latest reported SOUN position on this page?

The most recent filing on this page is 2026 Q2, when AssuredPartners Investment Advisors, LLC reported 66,792 shares, equal to 0.04% of portfolio, with an estimated market value of $432K.

What does the chart on this SOUN ownership page compare?

The chart compares AssuredPartners Investment Advisors, LLC's quarterly SOUN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AssuredPartners Investment Advisors, LLC time their SOUN position?

Based on 13F filing dates vs. subsequent SOUN price moves, AssuredPartners Investment Advisors, LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on SOUN relative to SPY over the holding period was -45.0%.

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