IPG Investment Advisors LLC

All 13F Filings

Location
San Diego, CA
Most recent 13F
Q4 2025
Holdings value ($000)
570,465
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/9/2026 222 570,465 13F-HR IPG Investment Advisors LLC
Q3 2025 11/13/2025 212 560,764 13F-HR IPG Investment Advisors LLC
Q2 2025 8/14/2025 177 512,366 13F-HR IPG Investment Advisors LLC
Q2 2014 8/11/2014 98 230,744 13F-HR IPG Investment Advisors LLC
Q1 2014 5/8/2014 72 213,481 13F-HR IPG Investment Advisors LLC
Q4 2013 4/4/2014 56 187,571 13F-HR IPG Investment Advisors LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 526.2 K 92.2% 8.366 K 0 8.366 K
ETFs 43.98 K 7.7% 1.339 K 0 1.339 K
Other 327 0.1% 4 0 4
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Fund Snapshot

Q4 2025
Latest filed
2/9/2026
Total value ($000)
570,465
Holdings
222
QoQ value change ($000)
9,701 (1.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.