Ipsen Advisor Group LLC
All 13F Filings
- Location
- Little Rock, AR
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 142,916
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/29/2026 | 104 | 142,916 | 13F-HR | Ipsen Advisor Group LLC |
| Q4 2025 | 2/11/2026 | 102 | 140,734 | 13F-HR | Ipsen Advisor Group LLC |
| Q3 2025 | 11/6/2025 | 103 | 139,014 | 13F-HR | Ipsen Advisor Group LLC |
| Q2 2025 | 8/6/2025 | 100 | 131,258 | 13F-HR | Ipsen Advisor Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 44.87 K | 31.4% | 0 | 60.57 K | -60.57 K |
| ETFs | 98.05 K | 68.6% | 62.75 K | 0 | 62.75 K |
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Fund Snapshot
Q1 2026
Latest filed
5/29/2026
Total value ($000)
142,916
Holdings
104
QoQ value change ($000)
2,182
(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.