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Ipsen Advisor Group LLC: HIG position timeline

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

Ipsen Advisor Group LLC held 3,993 HIG 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 3,993 shares
    Change vs previous 13F +99 shares

    0.34% of the 13F portfolio, value $529,151.

    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 3,894 shares
    Change vs previous 13F -8 shares

    0.37% of the 13F portfolio, value $526,548.

    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 3,902 shares
    Change vs previous 13F -18 shares

    0.38% of the 13F portfolio, value $537,680.

    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 3,920 shares
    Change vs previous 13F -60 shares

    0.38% of the 13F portfolio, value $522,882.

    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 3,980 shares
    Change vs previous 13F +319 shares

    0.38% of the 13F portfolio, value $504,957.

    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 3,661 shares
    Change vs previous 13F -377 shares

    0.39% of the 13F portfolio, value $452,929.

    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 4,038 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $441,744.

    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).