INVESTMENT PARTNERS, LTD.
Position in AMG — Affiliated Managers Group, Inc.
CIK 1050068
NEW PHILADELPHIA, OH
Position in AMG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$451,087
+$85,290 QoQ
Shares Held
1,333
+0.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#325
of 562 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026INVESTMENT PARTNERS, LTD. holds $1,849,074 across 4 Asset Management names. AMG ranks #2 (24.4% of the industry book) .
All Filings in AMG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,087 | 1,333 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $365,797 | 1,322 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $397,826 | 1,380 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $329,033 | 1,380 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $291,219 | 1,480 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $256,245 | 1,525 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $293,098 | 1,585 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $281,813 | 1,585 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $247,624 | 1,585 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $270,464 | 1,615 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $235,458 | 1,555 | Shares | Sole | 2024-02-02 | |
| 2021-12-31 | $221,101 | 1,344 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||