INVESTMENT PARTNERS, LTD.

All 13F Filings

Location
New Philadelphia, OH
Most recent 13F
Q2 2026
Holdings value ($000)
319,941
Description
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Website
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Founded
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Chairman
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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
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.
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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
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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.