Ipswich Investment Management Co., Inc.
All 13F Filings
- Location
- Beverly, MA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 468,185
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 186 | 468,185 | 13F-HR | Ipswich Investment Management Co., Inc. |
| Q2 2026 | 7/16/2026 | 190 | 473,649 | 13F-HR | Ipswich Investment Management Co., Inc. |
| Q1 2026 | 4/10/2026 | 185 | 425,883 | 13F-HR | Ipswich Investment Management Co., Inc. |
| Q4 2025 | 1/16/2026 | 185 | 431,839 | 13F-HR | Ipswich Investment Management Co., Inc. |
| Q3 2025 | 10/8/2025 | 185 | 428,146 | 13F-HR | Ipswich Investment Management Co., Inc. |
| Q2 2025 | 7/16/2025 | 185 | 414,492 | 13F-HR | Ipswich Investment Management Co., Inc. |
| Q2 2014 | 7/15/2014 | 145 | 258,212 | 13F-HR | Ipswich Investment Management Co., Inc. |
| Q1 2014 | 4/15/2014 | 131 | 232,386 | 13F-HR | Ipswich Investment Management Co., Inc. |
| Q4 2013 | 1/16/2014 | 143 | 239,458 | 13F-HR | Ipswich Investment Management Co., Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 427 K | 91.2% | 0 | 5.635 K | -5.635 K |
| ETFs | 38.83 K | 8.3% | 226 | 0 | 226 |
| Other | 2.349 K | 0.5% | 0 | 65 | -65 |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
468,185
Holdings
186
QoQ value change ($000)
-5,464
(-1.2%)
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.