Current Market Value 264,218,924
Current Holdings 158
Most Recent File Date 2025-08-08
Total Filings on Record 44
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Investment Partners, Ltd. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-08 2025-06-30 13F-HR 158 264,219
2025-04-30 2025-03-31 13F-HR 148 241,195
2025-02-06 2024-12-31 13F-HR 146 242,820
2024-11-04 2024-09-30 13F-HR 147 240,149
2024-08-08 2024-06-30 13F-HR 142 222,632
2024-04-16 2024-03-31 13F-HR 142 220,542
2024-02-02 2023-12-31 13F-HR 133 203,137
2023-10-31 2023-09-30 13F-HR 133 190,033
2023-08-08 2023-06-30 13F-HR 128 191,902
2023-05-08 2023-03-31 13F-HR 136 190,562
2023-01-18 2022-12-31 13F-HR 142 189,125
2022-10-21 2022-09-30 13F-HR 257 335,977
2022-08-05 2022-06-30 13F-HR 153 204,692
2022-04-22 2022-03-31 13F-HR 166 236,520
2022-02-04 2021-12-31 13F-HR 169 244,876
2021-10-13 2021-09-30 13F-HR 161 219,965
2021-07-15 2021-06-30 13F-HR 165 219,050
2021-05-06 2021-03-31 13F-HR 157 205,832
2021-01-19 2020-12-31 13F-HR 144 188,165
2020-11-09 2020-09-30 13F-HR 129 167,597
2020-08-06 2020-06-30 13F-HR 141 170,251
2020-04-29 2020-03-31 13F-HR 126 138,819
2020-01-31 2019-12-31 13F-HR 147 148,297
2019-10-17 2019-09-30 13F-HR 146 137,036
2019-07-30 2019-06-30 13F-HR 151 139,488
2019-05-03 2019-03-31 13F-HR 142 138,310
2019-01-15 2018-12-31 13F-HR 130 118,503
2018-10-29 2018-09-30 13F-HR/A 1 R 120 180,089
2018-10-25 2018-09-30 13F-HR 93 17,225
2018-07-25 2018-06-30 13F-HR 152 134,643
2018-05-03 2018-03-31 13F-HR 150 134,252
2018-01-31 2017-12-31 13F-HR 153 134,891
2017-10-30 2017-09-30 13F-HR 121 116,807
2017-07-24 2017-06-30 13F-HR 119 110,034
2017-05-04 2017-03-31 13F-HR 110 103,860
2017-02-08 2016-12-31 13F-HR 112 102,348
2016-11-02 2016-09-30 13F-HR 175 176,642
2016-07-12 2016-06-30 13F-HR 113 100,381
2016-05-09 2016-03-31 13F-HR 167 153,430
2016-02-03 2015-12-31 13F-HR 98 83,076
2015-11-04 2015-09-30 13F-HR 93 76,384
2015-07-28 2015-06-30 13F-HR 94 82,967
2015-05-05 2015-03-31 13F-HR 153 90,938
2015-02-09 2014-12-31 13F-HR 95 86,839