Wellesley Investment Partners, LLC

13F Filings History

Latest 13F report
Q3 2020 - Oct 30, 2020
Value $
$293M
Signature - Title
Jeremy S Glenn - CCO
Location
Wellesley, MA
Summary
This page shows a list of all the recent 13F filings made by Wellesley Investment Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wellesley Investment Partners, LLC reported 103 stock holdings with total value $293M as of Q3 2020. Top holdings included IVV, IEF, VEA, AGG, and BSV.
Holdings Value