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Ipsen Advisor Group LLC: FIW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ipsen Advisor Group LLC on FIW, newest first. How the timeline and the estimate are built.

Ipsen Advisor Group LLC held 13,631 FIW shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,631 shares
    Change vs previous 13F +1,305 shares

    0.96% of the 13F portfolio, value $1,492,854.

    13F-HR 0001964922-26-000004 filed by Ipsen Advisor Group 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 12,326 shares
    Change vs previous 13F +670 shares

    0.89% of the 13F portfolio, value $1,271,215.

    13F-HR 0001964922-26-000002 filed by Ipsen Advisor Group 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 11,656 shares
    Change vs previous 13F -94 shares

    0.9% of the 13F portfolio, value $1,266,279.

    13F-HR 0001964922-26-000001 filed by Ipsen Advisor Group 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 11,750 shares
    Change vs previous 13F +120 shares

    0.95% of the 13F portfolio, value $1,320,065.

    13F-HR 0001964922-25-000002 filed by Ipsen Advisor Group 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 11,630 shares
    Change vs previous 13F +467 shares

    0.96% of the 13F portfolio, value $1,255,807.

    13F-HR 0001085146-25-004587 filed by Ipsen Advisor Group 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 11,163 shares
    Change vs previous 13F +1,058 shares

    0.97% of the 13F portfolio, value $1,124,259.

    13F-HR 0001085146-25-002095 filed by Ipsen Advisor Group 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 10,105 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,031,190.

    13F-HR 0001085146-25-001022 filed by Ipsen Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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