INVESTMENT PARTNERS, LTD.
All 13F Filings
- Location
- New Philadelphia, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 281,095
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/5/2026 | 152 | 281,095 | 13F-HR | INVESTMENT PARTNERS, LTD. |
| Q4 2025 | 2/10/2026 | 149 | 285,727 | 13F-HR | INVESTMENT PARTNERS, LTD. |
| Q3 2025 | 11/7/2025 | 154 | 284,015 | 13F-HR | INVESTMENT PARTNERS, LTD. |
| Q2 2025 | 8/8/2025 | 158 | 264,219 | 13F-HR | INVESTMENT PARTNERS, LTD. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 102 K | 36.3% | 0 | 75.25 K | -75.25 K |
| ETFs | 171.9 K | 61.1% | 70.07 K | 0 | 70.07 K |
| Debt | 7.239 K | 2.6% | 550 | 0 | 550 |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
281,095
Holdings
152
QoQ value change ($000)
-4,632
(-1.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.