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INVESTMENT PARTNERS, LTD.: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INVESTMENT PARTNERS, LTD. on XLU, newest first. How the timeline and the estimate are built.

INVESTMENT PARTNERS, LTD. held 77,396 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,396 shares
    Change vs previous 13F -897 shares

    1.1% of the 13F portfolio, value $3,509,124.

    13F-HR 0001050068-26-000003 filed by INVESTMENT PARTNERS, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 78,293 shares
    Change vs previous 13F -67 shares

    1.28% of the 13F portfolio, value $3,592,888.

    13F-HR 0001050068-26-000002 filed by INVESTMENT PARTNERS, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 78,360 shares
    Change vs previous 13F +39,289 shares

    1.17% of the 13F portfolio, value $3,345,197.

    13F-HR 0001050068-26-000001 filed by INVESTMENT PARTNERS, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 39,071 shares
    Change vs previous 13F -20 shares

    1.2% of the 13F portfolio, value $3,407,420.

    13F-HR 0001050068-25-000002 filed by INVESTMENT PARTNERS, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 39,091 shares
    Change vs previous 13F +264 shares

    1.21% of the 13F portfolio, value $3,192,195.

    13F-HR 0001085146-25-004715 filed by INVESTMENT PARTNERS, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 38,827 shares
    Change vs previous 13F +32 shares

    1.27% of the 13F portfolio, value $3,061,521.

    13F-HR 0001085146-25-002455 filed by INVESTMENT PARTNERS, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 38,795 shares
    Change vs previous 13F 0 shares

    1.21% of the 13F portfolio, value $2,936,394.

    13F-HR 0001085146-25-000837 filed by INVESTMENT PARTNERS, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 38,795 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $3,133,860.

    13F-HR 0001085146-24-005327 filed by INVESTMENT PARTNERS, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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