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Disclosery

Investment Partners Asset Management, Inc.: XYLD position timeline

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

Investment Partners Asset Management, Inc. held 0 XYLD shares at 2025-12-31 per its 13F-HR filed 2026-01-15.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -74,807 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 74,807 shares
    Change vs previous 13F -1,098 shares

    1.94% of the 13F portfolio, value $2,936,940.

    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).

  3. period ended2025-06-30
    13F 75,905 shares
    Change vs previous 13F -3,184 shares

    2.06% of the 13F portfolio, value $2,955,737.

    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).

  4. period ended2025-03-31
    13F 79,089 shares
    Change vs previous 13F +1,573 shares

    2.45% of the 13F portfolio, value $3,123,236.

    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).

  5. period ended2024-12-31
    13F 77,516 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $3,247,920.

    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).