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Investment Partners Asset Management, Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Investment Partners Asset Management, Inc. on SCHD, newest first. How the timeline and the estimate are built.

Investment Partners Asset Management, Inc. held 14,475 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,475 shares
    Change vs previous 13F +336 shares

    0.26% of the 13F portfolio, value $470,887.

    13F-HR 0001384416-26-000006 filed by Investment Partners Asset Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,139 shares
    Change vs previous 13F +4 shares

    0.25% of the 13F portfolio, value $448,345.

    13F-HR 0001384416-26-000003 filed by Investment Partners Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 14,135 shares
    Change vs previous 13F -300 shares

    0.27% of the 13F portfolio, value $433,657.

    13F-HR 0001384416-26-000002 filed by Investment Partners Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 14,435 shares
    Change vs previous 13F -7,476 shares

    0.25% of the 13F portfolio, value $395,955.

    13F-HR 0001384416-26-000001 filed by Investment Partners Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 21,911 shares
    Change vs previous 13F +65 shares

    0.39% of the 13F portfolio, value $598,161.

    13F-HR 0001384416-25-000006 filed by Investment Partners Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 21,846 shares
    Change vs previous 13F +194 shares

    0.4% of the 13F portfolio, value $578,931.

    13F-HR 0001384416-25-000004 filed by Investment Partners Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 21,652 shares
    Change vs previous 13F +304 shares

    0.48% of the 13F portfolio, value $605,396.

    13F-HR 0001384416-25-000003 filed by Investment Partners Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 21,348 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $583,237.

    13F-HR 0001384416-25-000001 filed by Investment Partners Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).