IPG β€” INTERPUBLIC GROUP COS INC

Ownership history in Centerline Wealth Advisors, LLC  Β·  3 quarters on record

AI Ownership Summary

Centerline Wealth Advisors, LLC reported INTERPUBLIC GROUP COS INC (IPG) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.59% in 2025 Q1. The latest visible filing shows IPG at 0.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IPG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Centerline Wealth Advisors, LLC's position in INTERPUBLIC GROUP COS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IPG was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Centerline Wealth Advisors, LLC held IPG β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 36,174 β€” 0% 0.44% $1.0M 2025-10-15 β€”
2025 Q2 UNCHANGED 36,174 β€” 0% 0.43% $886K 2025-07-15 β€”
2025 Q1 INITIATED 36,174 β€” β€” 0.59% $982K 2025-04-24 β€”

FAQ About Centerline Wealth Advisors, LLC and IPG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Centerline Wealth Advisors, LLC reported owning IPG?

Centerline Wealth Advisors, LLC reported IPG across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported IPG position in Centerline Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for IPG was 0.59% in 2025 Q1.

What is the latest reported IPG position on this page?

The most recent filing on this page is 2025 Q3, when Centerline Wealth Advisors, LLC reported 36,174 shares, equal to 0.44% of portfolio, with an estimated market value of $1.0M.

What does the chart on this IPG ownership page compare?

The chart compares Centerline Wealth Advisors, LLC's quarterly IPG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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