INVESTMENT PARTNERS, LTD.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 8, 2024
Value $
$223M
Signature - Title
Douglas G Bambeck - CCO
Location
419 W High Ave, Po Box 309, New Philadelphia, OH
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 142 $223M +$5.98M -$4.44M +$1.54M IWF, IWD, MSFT, VEA, AAPL 13F-HR 8/7/2024, 07:16 PM
Q1 2024 142 $221M +$9.85M -$4.41M +$5.44M IWF, IWD, MSFT, VEA, AAPL 13F-HR 4/15/2024, 09:10 PM
Q4 2023 133 $203M +$1.98M -$6.15M -$4.17M IWF, IWD, MSFT, VEA, AAPL 13F-HR 2/2/2024, 01:30 PM
Q3 2023 133 $190M +$10.9M -$5.28M +$5.6M IWF, IWD, VEA, MSFT, AAPL 13F-HR 10/31/2023, 11:09 AM
Q2 2023 128 $192M +$2.7M -$10.1M -$7.45M IWF, IWD, VEA, MSFT, AAPL 13F-HR 8/7/2023, 09:29 PM
Q1 2023 136 $191M +$2.1M -$7.95M -$5.85M IWF, IWD, VEA, MSFT, AAPL 13F-HR 5/8/2023, 05:18 PM
Q4 2022 142 $189M +$7.5M -$180M -$173M IWD, IWF, VEA, MSFT, VWO 13F-HR 1/17/2023, 09:38 PM
Q3 2022 257 $336M +$155M -$6.48M +$149M AAPL, MSFT, IWF, IWD, TT 13F-HR 10/20/2022, 06:50 PM
Q2 2022 153 $205M +$8.96M -$6.07M +$2.89M IWF, IWD, AAPL, VEA, TSLA 13F-HR 8/4/2022, 06:13 PM
Q1 2022 166 $237M +$6.93M -$4.92M +$2.01M IWF, IWD, AAPL, TSLA, VEA 13F-HR 4/21/2022, 08:01 PM
Q4 2021 169 $245M +$9.64M -$4.05M +$5.59M IWF, IWD, AAPL, TSLA, MSFT 13F-HR 2/3/2022, 09:45 PM
Q3 2021 161 $220M +$7.59M -$5.74M +$1.85M IWF, IWD, AAPL, VEA, IEFA 13F-HR 10/12/2021, 09:41 PM
Q2 2021 165 $219M +$12.4M -$10.5M +$1.92M IWF, IWD, AAPL, IEFA, VEA 13F-HR 7/15/2021, 07:14 AM
Q1 2021 157 $206M +$13.4M -$4.01M +$9.36M IWF, IWD, IEFA, AAPL, TSLA 13F-HR 5/5/2021, 09:00 PM
Q4 2020 144 $188M +$11.5M -$8.02M +$3.49M IWF, IWD, AAPL, IEFA, TSLA 13F-HR 1/19/2021, 09:20 AM
Q3 2020 129 $168M +$10.3M -$16.6M -$6.33M IWF, IWD, AAPL, MINT, IEFA 13F-HR 11/9/2020, 12:03 PM
Q2 2020 141 $170M +$19M -$9.09M +$9.88M IWF, IWD, MINT, MSFT, IEFA 13F-HR 8/5/2020, 08:07 PM
Q1 2020 126 $139M +$34.6M -$16.5M +$18.1M IWF, IWD, MINT, IEFA, MSFT 13F-HR 4/29/2020, 09:56 AM
Q4 2019 147 $148M +$7.48M -$4.58M +$2.9M VEA, IVV, MSFT, IWD, IWF 13F-HR 1/31/2020, 05:11 PM
Q3 2019 146 $137M +$7.22M -$10.7M -$3.52M VEA, IVV, MSFT, IWD, IWF 13F-HR 10/17/2019, 02:36 PM
Q2 2019 151 $139M +$6M -$9.02M -$3.02M VEA, IWD, IWF, IVV, MSFT 13F-HR 7/30/2019, 05:05 PM
Q1 2019 142 $138M +$9M -$2.41M +$6.59M VEA, IVV, IWD, IWN, SDY 13F-HR 5/3/2019, 05:03 PM
Q4 2018 130 $119M +$17.2M -$1.27M +$16M VEA, IVV, IWD, IGIB, IWN 13F-HR 1/15/2019, 04:48 PM
Q3 2018 119 $19.3M $0 $0 VEA, IWF, MSFT, IEMG, BMY Restatement 10/29/2018, 04:42 PM
Q2 2018 152 $135M +$8.44M -$10.3M -$1.9M VEA, IWN, IGIB, IVV, IWD 13F-HR 7/25/2018, 10:48 AM
Q1 2018 150 $134M +$10M -$7.96M +$2.05M VEA, IGIB, IWN, IVV, IWD 13F-HR 5/3/2018, 10:53 AM
Q4 2017 153 $135M +$15.5M -$2.6M +$12.9M IVV, VEA, IWN, IGIB, IWD 13F-HR 1/31/2018, 09:22 AM
Q3 2017 121 $117M +$7.94M -$5.26M +$2.69M IVV, IWN, VEA, IGIB, SDY 13F-HR 10/30/2017, 09:24 AM
Q2 2017 119 $110M +$5.54M -$896K +$4.64M IVV, IWN, IJH, IGIB, SDY 13F-HR 7/24/2017, 02:51 PM
Q1 2017 110 $104M +$4.01M -$6.71M -$2.7M IVV, IWN, IGIB, SDY, IJH 13F-HR 5/4/2017, 07:36 PM
Q4 2016 112 $102M +$4.55M -$84.3M -$79.8M IWN, IVV, IGIB, IJH, SDY 13F-HR 2/7/2017, 07:49 PM
Q3 2016 175 $177M +$77.6M -$2.46M +$75.1M JPM, IR, XLU, XOM, GE 13F-HR 11/1/2016, 08:59 PM
Q2 2016 113 $100M +$10.3M -$69.8M -$59.5M IVV, IGIB, XLU, IWN, IJH 13F-HR 7/11/2016, 08:25 PM
Q1 2016 167 $151M +$68.6M -$98 +$68.6M JPM, XLU, IVV, GE, BMY 13F-HR 5/9/2016, 10:42 AM
Q4 2015 98 $83.1M +$8.1M -$5.18M +$2.92M IVV, IGIB, IJH, IWN, XLU 13F-HR 2/3/2016, 06:27 AM
Q3 2015 93 $76.4M +$3.74M -$4.49M -$758K IGIB, IVV, IJH, XLU, IWN 13F-HR 11/3/2015, 09:15 PM
Q2 2015 94 $83M +$3.49M -$10M -$6.52M IGIB, IVV, IWN, IJH, XLU 13F-HR 7/28/2015, 04:50 PM
Q1 2015 152 $90.8M +$5.71M -$1.18M +$4.53M VEA, VWO, IVV, IGIB, IJH 13F-HR 5/4/2015, 09:30 PM
Q4 2014 95 $86.8M $0 $0 IVV, VEA, IGIB, VWO, IJH 13F-HR 2/9/2015, 04:24 PM