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Investment Partners Asset Management, Inc.: SHV position timeline

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

Investment Partners Asset Management, Inc. held 4,465 SHV 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 4,465 shares
    Change vs previous 13F -50 shares

    0.27% of the 13F portfolio, value $492,579.

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

  2. period ended2026-06-30
    13F 4,515 shares
    Change vs previous 13F -590 shares

    0.28% of the 13F portfolio, value $498,230.

    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 5,105 shares
    Change vs previous 13F -170 shares

    0.35% of the 13F portfolio, value $563,541.

    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 5,275 shares
    Change vs previous 13F -2,000 shares

    0.36% of the 13F portfolio, value $581,041.

    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 7,275 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $803,815.

    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 7,275 shares
    Change vs previous 13F +260 shares

    0.56% of the 13F portfolio, value $803,306.

    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 7,015 shares
    Change vs previous 13F -315 shares

    0.61% of the 13F portfolio, value $774,877.

    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 7,330 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $807,106.

    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).