Investment Research Partners LLC ALCO — ALICO INC

Ownership history in Investment Research Partners LLC  ·  2 quarters on record

AI Ownership Summary

Investment Research Partners LLC reported ALICO INC (ALCO) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q3. Peak portfolio weight reached 0.08% in 2026 Q2. The latest visible filing shows ALCO at 0.08% 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 ALCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Investment Research Partners LLC's position in ALICO 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
2026 Q3

ALCO was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 to 2026 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 Investment Research Partners LLC held ALCO — position size vs. price
% of Fund (quarterly)    ALCO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 5,908 +129 +2.2% 0.08% $228K 2026-10-19 $37.00
2026 Q2 INITIATED — — — 5,779 — — 0.08% $239K 2026-08-04 $38.12

FAQ About Investment Research Partners LLC and ALCO

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

How long has Investment Research Partners LLC reported owning ALCO?

Investment Research Partners LLC reported ALCO across 2 quarterly 13F filings, from 2026 Q2 through 2026 Q3.

What was the largest reported ALCO position in Investment Research Partners LLC's portfolio?

The largest reported portfolio weight for ALCO was 0.08% in 2026 Q2.

What is the latest reported ALCO position on this page?

The most recent filing on this page is 2026 Q3, when Investment Research Partners LLC reported 5,908 shares, equal to 0.08% of portfolio, with an estimated market value of $228K.

What does the chart on this ALCO ownership page compare?

The chart compares Investment Research Partners LLC's quarterly ALCO 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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