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IPG Investment Advisors LLC: CEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IPG Investment Advisors LLC on CEF, newest first. How the timeline and the estimate are built.

IPG Investment Advisors LLC held 72,906 CEF shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,906 shares
    Change vs previous 13F +1,750 shares

    0.42% of the 13F portfolio, value $2,933,008.

    13F-HR 0001602237-26-000006 filed by IPG Investment Advisors LLC
    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 71,156 shares
    Change vs previous 13F -959 shares

    0.58% of the 13F portfolio, value $3,395,564.

    13F-HR 0001602237-26-000004 filed by IPG Investment Advisors LLC
    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 72,115 shares
    Change vs previous 13F +3,570 shares

    0.58% of the 13F portfolio, value $3,302,867.

    13F-HR 0001602237-26-000002 filed by IPG Investment Advisors LLC
    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 68,545 shares
    Change vs previous 13F +30,577 shares

    0.45% of the 13F portfolio, value $2,514,917.

    13F-HR 0001602237-25-000009 filed by IPG Investment Advisors LLC
    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 37,968 shares
    Change vs previous 13F +11,725 shares

    0.22% of the 13F portfolio, value $1,142,837.

    13F-HR 0001602237-25-000007 filed by IPG Investment Advisors LLC
    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 26,243 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $745,564.

    13F-HR 0001602237-25-000004 filed by IPG Investment Advisors LLC
    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 26,243 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $623,534.

    13F-HR 0001602237-25-000002 filed by IPG Investment Advisors LLC
    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 26,243 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $642,691.

    13F-HR 0001602237-24-000008 filed by IPG Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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