IPG β€” INTERPUBLIC GROUP COS INC

Ownership history in DONALDSON CAPITAL MANAGEMENT, LLC  Β·  24 quarters on record

AI Ownership Summary

DONALDSON CAPITAL MANAGEMENT, LLC reported INTERPUBLIC GROUP COS INC (IPG) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.04% in 2023 Q4. The latest visible filing shows IPG at 0.03% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IPG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DONALDSON CAPITAL MANAGEMENT, 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 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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 DONALDSON CAPITAL MANAGEMENT, LLC held IPG β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 36,376 +3,022 +9.1% 0.03% $1.0M 2025-11-04 β€”
2025 Q2 ADDED 33,354 +1,822 +5.8% 0.03% $816K 2025-08-07 β€”
2025 Q1 ADDED 31,532 +5,226 +19.9% 0.03% $856K 2025-04-15 β€”
2024 Q4 REDUCED 26,306 -339 -1.3% 0.03% $737K 2025-02-07 β€”
2024 Q3 REDUCED 26,645 -459 -1.7% 0.03% $843K 2024-10-29 β€”
2024 Q2 REDUCED 27,104 -523 -1.9% 0.03% $788K 2024-07-31 β€”
2024 Q1 REDUCED 27,627 -187 -0.7% 0.04% $901K 2024-04-22 β€”
2023 Q4 REDUCED 27,814 -408 -1.4% 0.04% $908K 2024-01-30 β€”
16 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About DONALDSON CAPITAL MANAGEMENT, 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 DONALDSON CAPITAL MANAGEMENT, LLC reported owning IPG?

DONALDSON CAPITAL MANAGEMENT, LLC reported IPG across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported IPG position in DONALDSON CAPITAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for IPG was 0.04% in 2023 Q4.

What is the latest reported IPG position on this page?

The most recent filing on this page is 2025 Q3, when DONALDSON CAPITAL MANAGEMENT, LLC reported 36,376 shares, equal to 0.03% of portfolio, with an estimated market value of $1.0M.

What does the chart on this IPG ownership page compare?

The chart compares DONALDSON CAPITAL MANAGEMENT, 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.

← Back to DONALDSON CAPITAL MANAGEMENT, LLC Holdings