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Value $
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$293M
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Signature - Title
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Jeremy S Glenn - CCO
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Location
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Wellesley, MA
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Summary
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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.