INVESTMENT PARTNERS, LTD.

All 13F Filings

Location
New Philadelphia, OH
Most recent 13F
Q2 2026
Holdings value ($000)
319,941
Description
Website
Founded
Chairman
CEO
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
Q2 2026 8/4/2026 167 319,941 13F-HR INVESTMENT PARTNERS, LTD.
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.
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 118.4 K 37.0% 16.44 K 0 16.44 K
ETFs 193.5 K 60.5% 21.61 K 0 21.61 K
Debt 8.04 K 2.5% 801 0 801
Swipe for more columns

Fund Snapshot

Q2 2026
Latest filed
8/4/2026
Total value ($000)
319,941
Holdings
167
QoQ value change ($000)
38,846 (13.8%)
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.