Wellesley Investment Partners, LLC SEC EDGAR Filings (CIK 0001669733)

SEC EDGAR filings, ownership reports, and insider transactions for Wellesley Investment Partners, LLC.

Business address
75 Central St., Floor 2, Wellesley, MA, 02482
Top securities (13F)
IVV, IEF, VEA, AGG, BSV, SHY, SCHD, VWO, IAU, IJH, QQQ, VTI, SPY, VIG, AAPL, MSFT, SCHO, SPLV, BIL, and IEI
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Wellesley Investment Partners, LLC has filed 20 SEC EDGAR filings since 22 Mar 2016

Latest Filings

Recent SEC filings for Wellesley Investment Partners, LLC including 13F-HR.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Oct 2020 30 Sep 2020 028-17405
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2020 30 Jun 2020 028-17405
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 May 2020 31 Mar 2020 028-17405
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Feb 2020 31 Dec 2019 028-17405
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Nov 2019 30 Sep 2019 028-17405
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Aug 2019 30 Jun 2019 028-17405
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2019 31 Mar 2019 028-17405
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2019 31 Dec 2018 028-17405
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2018 30 Sep 2018 028-17405
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2018 30 Jun 2018 028-17405
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 May 2018 31 Mar 2018 028-17405
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2018 31 Dec 2017 028-17405
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2017 30 Sep 2017 028-17405
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2017 30 Jun 2017 028-17405
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 May 2017 31 Mar 2017 028-17405
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2017 31 Dec 2016 028-17405
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Nov 2016 30 Sep 2016 028-17405
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Aug 2016 30 Jun 2016 028-17405
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 May 2016 31 Mar 2016 028-17405
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Mar 2016 31 Dec 2015 028-17405

About this filer

Wellesley Investment Partners, LLC files with the SEC under CIK 0001669733. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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