Advertisement
Screener

Investment Partners Asset Management, Inc. Historic Quarter Change: Foreign Stocks, Reduced

Investment Partners Asset Management, Inc. historic quarter change: Foreign Stocks, Reduced

In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Investment Partners Asset Management, Inc. opened 1 positions, added to 4, reduced 5 and sold out of 2.

  • Q1 2026: Stock GSK; Country of operation —; Class SPONSORED ADR; Shares before 12,049.
  • Q4 2025: Stock GSK; Country of operation —; Class SPONSORED ADR; Shares before 14,131.
  • Q2 2025: Stock GSK; Country of operation —; Class SPONSORED ADR; Shares before 16,058.
  • Q1 2025: Stock GSK; Country of operation —; Class SPONSORED ADR; Shares before 16,802.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1384416), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-15); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-20); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-16); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-30); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-24); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2026GSK
GSK PLC
SPONSORED ADR12,0494,564-7,485$590,883$251,887-$338,9962026-04-07
Q4 2025GSK
GSK PLC
SPONSORED ADR14,13112,049-2,082$609,894$590,883-$19,0112026-01-15
Q2 2025GSK
GSK PLC
SPONSORED ADR16,05813,796-2,262$622,087$529,766-$92,3212025-07-16
Q1 2025GSK
GSK PLC
SPONSORED ADR16,80216,058-744$568,244$622,087+$53,8432025-04-15
Q1 2024AMX
AMERICA MOVIL SAB DE CV
SPON ADS RP CL B13,06812,247-821$242,019$228,529-$13,4902024-04-15

Similar Firms

Firm NameCountry13F ValueHoldings
Manuka Financial, LLCUnited States$0.162B56
HERBST GROUP, LLCUnited States$0.162B59
Collaborative Fund Advisors, LLCUnited States$0.162B160
Themes Management Co LLCUnited States$0.162B151
Stillwater Wealth Management GroupUnited States$0.162B78
Lagoda Investment Management, L.P.United States$0.162B25
Greenhouse Wealth Management, LLCUnited States$0.162B57
Bulwark Capital CorpUnited States$0.162B100
Bay Capital Advisors, LLCUnited States$0.162B107
M3 Advisory Group, LLCUnited States$0.162B149