13F Filings History of Wellesley Investment Partners, LLC

Latest 13F report
Q3 2020 - 30 Oct 2020
Value $
$292,527,000
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 $292,527,000 as of Q3 2020. Top holdings included IVV, IEF, VEA, AGG, and BSV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2020 103 $292,527,000 +$6,728,862 -$7,342,766 -$613,904 IVV, IEF, VEA, AGG, BSV 13F-HR 30 Oct 2020, 14:44
Q2 2020 102 $282,813,000 +$20,127,535 -$17,397,220 +$2,730,315 IEF, IVV, VEA, AGG, BSV 13F-HR 12 Aug 2020, 14:51
Q1 2020 103 $251,621,000 +$21,446,093 -$52,833,784 -$31,387,691 IEF, IVV, BSV, VEA, AGG 13F-HR 11 May 2020, 15:15
Q4 2019 120 $325,300,000 +$13,826,289 -$7,288,648 +$6,537,641 BSV, IVV, VEA, IEF, IJH 13F-HR 07 Feb 2020, 12:20
Q3 2019 109 $304,513,000 +$18,662,328 -$7,107,420 +$11,554,908 BSV, IVV, IEF, VEA, IJH 13F-HR 08 Nov 2019, 09:14
Q2 2019 107 $290,338,000 +$14,465,938 -$24,340,718 -$9,874,780 IVV, VEA, BSV, IEF, IJH 13F-HR 05 Aug 2019, 15:44
Q1 2019 120 $291,590,000 +$9,566,230 -$22,785,517 -$13,219,287 IVV, VEA, BSV, IEF, IJH 13F-HR 15 May 2019, 13:08
Q4 2018 120 $281,014,000 +$13,096,628 -$11,861,349 +$1,235,279 BSV, IVV, VEA, IJH, AGG 13F-HR 13 Feb 2019, 08:58
Q3 2018 127 $306,910,000 +$25,018,895 -$15,734,282 +$9,284,613 VEA, IVV, BSV, IJH, IEF 13F-HR 13 Nov 2018, 14:15
Q2 2018 130 $287,714,000 +$21,463,816 -$12,541,665 +$8,922,151 VEA, BSV, IVV, IJH, AGG 13F-HR 14 Aug 2018, 12:19
Q1 2018 129 $278,076,000 +$21,693,779 -$4,755,656 +$16,938,123 VEA, BSV, IVV, IJH, AGG 13F-HR 14 May 2018, 12:34
Q4 2017 125 $264,145,000 +$14,269,145 -$3,510,444 +$10,758,701 VEA, IVV, BSV, IJH, SCHD 13F-HR 12 Feb 2018, 15:42
Q3 2017 118 $243,640,000 +$5,022,667 -$6,244,491 -$1,221,824 VEA, IVV, BSV, IJH, SCHD 13F-HR 13 Nov 2017, 11:40
Q2 2017 119 $237,552,000 +$10,132,404 -$3,074,989 +$7,057,415 VEA, IVV, BSV, IJH, SCHD 13F-HR 08 Aug 2017, 12:02
Q1 2017 112 $226,404,000 +$15,569,334 -$3,639,055 +$11,930,279 VEA, IVV, BSV, IJH, SCHD 13F-HR 12 May 2017, 13:36
Q4 2016 106 $206,543,000 +$14,272,739 -$1,309,432 +$12,963,307 IVV, VEA, BSV, IJH, SCHD 13F-HR 10 Feb 2017, 08:17
Q3 2016 98 $193,099,000 +$6,694,837 -$3,152,240 +$3,542,597 VEA, BSV, IVV, IJH, SCHD 13F-HR 09 Nov 2016, 12:34
Q2 2016 94 $185,457,000 +$26,193,633 -$10,028,139 +$16,165,494 BSV, VEA, IVV, IJH, SCHD 13F-HR 10 Aug 2016, 08:00
Q1 2016 90 $166,908,000 +$21,138,141 -$2,317,862 +$18,820,279 VEA, IVV, IJH, BSV, SPSB 13F-HR 11 May 2016, 09:26
Q4 2015 85 $145,296,000 $0 $0 $0 VEA, IVV, IJH, BSV, SPSB 13F-HR 22 Mar 2016, 13:35