IPG Investment Advisors LLC

All 13F Filings

Location
San Diego, CA
Most recent 13F
Q2 2026
Holdings value ($000)
695,857
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 8/12/2026 268 695,857 13F-HR IPG Investment Advisors LLC
Q1 2026 5/12/2026 242 582,268 13F-HR IPG Investment Advisors LLC
Q4 2025 2/9/2026 222 570,465 13F-HR IPG Investment Advisors LLC
Q3 2025 11/13/2025 212 560,764 13F-HR IPG Investment Advisors LLC
Q2 2025 8/14/2025 177 512,366 13F-HR IPG Investment Advisors LLC
Q2 2014 8/11/2014 98 230,744 13F-HR IPG Investment Advisors LLC
Q1 2014 5/8/2014 72 213,481 13F-HR IPG Investment Advisors LLC
Q4 2013 4/4/2014 56 187,571 13F-HR IPG Investment Advisors LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 466.3 K 67.0% 75.63 K 0 75.63 K
ETFs 229.6 K 33.0% 37.95 K 0 37.95 K
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Fund Snapshot

Q2 2026
Latest filed
8/12/2026
Total value ($000)
695,857
Holdings
268
QoQ value change ($000)
113,589 (19.5%)
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.