Notify me when INVESTMENT PARTNERS, LTD. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 149 | $285,726,807 | +$7,366,245 | -$8,189,866 | -$823,621 | IWF, VEA, IWD, MSFT, AAPL | 13F-HR | 09 Feb 2026, 21:54 |
| Q3 2025 | 154 | $284,014,718 | +$8,319,774 | -$7,232,159 | +$1,087,615 | IWF, VEA, IWD, MSFT, AAPL | 13F-HR | 06 Nov 2025, 21:45 |
| Q2 2025 | 158 | $264,218,924 | +$13,767,346 | -$9,310,902 | +$4,456,444 | IWF, VEA, IWD, MSFT, VWO | 13F-HR | 08 Aug 2025, 12:24 |
| Q1 2025 | 148 | $241,195,015 | +$6,874,350 | -$6,177,829 | +$696,521 | IWF, IWD, VEA, MSFT, AAPL | 13F-HR | 29 Apr 2025, 18:35 |
| Q4 2024 | 146 | $242,820,094 | +$11,136,019 | -$5,151,114 | +$5,984,905 | IWF, IWD, MSFT, VEA, AAPL | 13F-HR | 06 Feb 2025, 09:20 |
| Q3 2024 | 147 | $240,149,371 | +$7,759,967 | -$5,016,400 | +$2,743,567 | IWF, IWD, MSFT, VEA, AAPL | 13F-HR | 04 Nov 2024, 12:51 |
| Q2 2024 | 142 | $222,631,930 | +$5,980,340 | -$4,444,861 | +$1,535,479 | IWF, IWD, MSFT, VEA, AAPL | 13F-HR | 07 Aug 2024, 19:16 |
| Q1 2024 | 142 | $220,541,730 | +$9,851,173 | -$4,407,549 | +$5,443,624 | IWF, IWD, MSFT, VEA, AAPL | 13F-HR | 15 Apr 2024, 21:10 |
| Q4 2023 | 133 | $203,136,657 | +$1,976,198 | -$6,148,154 | -$4,171,956 | IWF, IWD, MSFT, VEA, AAPL | 13F-HR | 02 Feb 2024, 13:30 |
| Q3 2023 | 133 | $190,032,901 | +$10,871,433 | -$5,275,174 | +$5,596,259 | IWF, IWD, VEA, MSFT, AAPL | 13F-HR | 31 Oct 2023, 11:09 |
| Q2 2023 | 128 | $191,901,632 | +$2,696,701 | -$10,143,613 | -$7,446,912 | IWF, IWD, VEA, MSFT, AAPL | 13F-HR | 07 Aug 2023, 21:29 |
| Q1 2023 | 136 | $190,561,952 | +$2,100,021 | -$7,945,893 | -$5,845,872 | IWF, IWD, VEA, MSFT, AAPL | 13F-HR | 08 May 2023, 17:18 |
| Q4 2022 | 142 | $189,124,953 | +$7,502,703 | -$180,124,415 | -$172,621,712 | IWD, IWF, VEA, MSFT, VWO | 13F-HR | 17 Jan 2023, 21:38 |
| Q3 2022 | 257 | $335,977,000 | +$155,067,530 | -$6,481,776 | +$148,585,754 | AAPL, MSFT, IWF, IWD, TT | 13F-HR | 20 Oct 2022, 18:50 |
| Q2 2022 | 153 | $204,692,000 | +$8,962,220 | -$6,068,722 | +$2,893,498 | IWF, IWD, AAPL, VEA, TSLA | 13F-HR | 04 Aug 2022, 18:13 |
| Q1 2022 | 166 | $236,520,000 | +$6,934,946 | -$4,923,535 | +$2,011,411 | IWF, IWD, AAPL, TSLA, VEA | 13F-HR | 21 Apr 2022, 20:01 |
| Q4 2021 | 169 | $244,876,000 | +$9,636,530 | -$4,050,447 | +$5,586,083 | IWF, IWD, AAPL, TSLA, MSFT | 13F-HR | 03 Feb 2022, 21:45 |
| Q3 2021 | 161 | $219,965,000 | +$7,592,616 | -$5,740,843 | +$1,851,773 | IWF, IWD, AAPL, VEA, IEFA | 13F-HR | 12 Oct 2021, 21:41 |
| Q2 2021 | 165 | $219,050,000 | +$12,382,757 | -$10,459,792 | +$1,922,965 | IWF, IWD, AAPL, IEFA, VEA | 13F-HR | 15 Jul 2021, 07:14 |
| Q1 2021 | 157 | $205,832,000 | +$13,367,834 | -$4,010,889 | +$9,356,945 | IWF, IWD, IEFA, AAPL, TSLA | 13F-HR | 05 May 2021, 21:00 |
| Q4 2020 | 144 | $188,165,000 | +$11,515,495 | -$8,022,366 | +$3,493,129 | IWF, IWD, AAPL, IEFA, TSLA | 13F-HR | 19 Jan 2021, 09:20 |
| Q3 2020 | 129 | $167,597,000 | +$10,294,600 | -$16,620,660 | -$6,326,060 | IWF, IWD, AAPL, MINT, IEFA | 13F-HR | 09 Nov 2020, 12:03 |
| Q2 2020 | 141 | $170,251,000 | +$18,976,329 | -$9,091,951 | +$9,884,378 | IWF, IWD, MINT, MSFT, IEFA | 13F-HR | 05 Aug 2020, 20:07 |
| Q1 2020 | 126 | $138,819,000 | +$34,574,447 | -$16,463,245 | +$18,111,202 | IWF, IWD, MINT, IEFA, MSFT | 13F-HR | 29 Apr 2020, 09:56 |
| Q4 2019 | 147 | $148,297,000 | +$7,476,053 | -$4,580,051 | +$2,896,002 | VEA, IVV, MSFT, IWD, IWF | 13F-HR | 31 Jan 2020, 17:11 |
| Q3 2019 | 146 | $137,036,000 | +$7,217,144 | -$10,741,726 | -$3,524,582 | VEA, IVV, MSFT, IWD, IWF | 13F-HR | 17 Oct 2019, 14:36 |
| Q2 2019 | 151 | $139,488,000 | +$5,996,563 | -$9,018,014 | -$3,021,451 | VEA, IWD, IWF, IVV, MSFT | 13F-HR | 30 Jul 2019, 17:05 |
| Q1 2019 | 142 | $138,310,000 | +$8,997,768 | -$2,411,140 | +$6,586,628 | VEA, IVV, IWD, IWN, SDY | 13F-HR | 03 May 2019, 17:03 |
| Q4 2018 | 130 | $118,503,000 | +$17,239,009 | -$1,274,676 | +$15,964,333 | VEA, IVV, IWD, IGIB, IWN | 13F-HR | 15 Jan 2019, 16:48 |
| Q3 2018 | 119 | $19,343,000 | $0 | $0 | $0 | VEA, IWF, MSFT, IEMG, BMY | Restatement | 29 Oct 2018, 16:42 |
| Q2 2018 | 152 | $134,643,000 | +$8,443,095 | -$10,343,063 | -$1,899,968 | VEA, IWN, IGIB, IVV, IWD | 13F-HR | 25 Jul 2018, 10:48 |
| Q1 2018 | 150 | $134,252,000 | +$10,011,934 | -$7,960,788 | +$2,051,146 | VEA, IGIB, IWN, IVV, IWD | 13F-HR | 03 May 2018, 10:53 |
| Q4 2017 | 153 | $134,891,000 | +$15,498,982 | -$2,598,417 | +$12,900,565 | IVV, VEA, IWN, IGIB, IWD | 13F-HR | 31 Jan 2018, 09:22 |
| Q3 2017 | 121 | $116,807,000 | +$7,943,591 | -$5,256,013 | +$2,687,578 | IVV, IWN, VEA, IGIB, SDY | 13F-HR | 30 Oct 2017, 09:24 |
| Q2 2017 | 119 | $110,034,000 | +$5,539,684 | -$896,235 | +$4,643,449 | IVV, IWN, IJH, IGIB, SDY | 13F-HR | 24 Jul 2017, 14:51 |
| Q1 2017 | 110 | $103,860,000 | +$4,006,155 | -$6,705,450 | -$2,699,295 | IVV, IWN, IGIB, SDY, IJH | 13F-HR | 04 May 2017, 19:36 |
| Q4 2016 | 112 | $102,348,000 | +$4,552,472 | -$84,335,801 | -$79,783,329 | IWN, IVV, IGIB, IJH, SDY | 13F-HR | 07 Feb 2017, 19:49 |
| Q3 2016 | 175 | $176,642,000 | +$77,573,397 | -$2,463,831 | +$75,109,566 | JPM, IR, XLU, XOM, GE | 13F-HR | 01 Nov 2016, 20:59 |
| Q2 2016 | 113 | $100,381,000 | +$10,306,129 | -$69,772,818 | -$59,466,689 | IVV, IGIB, XLU, IWN, IJH | 13F-HR | 11 Jul 2016, 20:25 |
| Q1 2016 | 167 | $151,445,000 | +$68,633,852 | -$98 | +$68,633,754 | JPM, XLU, IVV, GE, BMY | 13F-HR | 09 May 2016, 10:42 |
| Q4 2015 | 98 | $83,076,000 | +$8,096,338 | -$5,178,736 | +$2,917,602 | IVV, IGIB, IJH, IWN, XLU | 13F-HR | 03 Feb 2016, 06:27 |
| Q3 2015 | 93 | $76,384,000 | +$3,736,857 | -$4,494,361 | -$757,504 | IGIB, IVV, IJH, XLU, IWN | 13F-HR | 03 Nov 2015, 21:15 |
| Q2 2015 | 94 | $82,967,000 | +$3,491,998 | -$10,011,789 | -$6,519,791 | IGIB, IVV, IWN, IJH, XLU | 13F-HR | 28 Jul 2015, 16:50 |
| Q1 2015 | 152 | $90,847,000 | +$5,709,210 | -$1,180,108 | +$4,529,102 | VEA, VWO, IVV, IGIB, IJH | 13F-HR | 04 May 2015, 21:30 |
| Q4 2014 | 95 | $86,839,000 | $0 | $0 | $0 | IVV, VEA, IGIB, VWO, IJH | 13F-HR | 09 Feb 2015, 16:24 |