IPG Interpublic Group Company Inc

Ownership history in WealthPLAN Partners, LLC  ·  34 quarters on record

This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in Interpublic Group Company Inc (IPG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.14% (2017 Q3)
Avg. % of fund
0.07%
First filed
2015 Q4
Last filed
2025 Q3
Quarters held
34
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 15,383 -1,325 -7.9% 0.06% $429K
2025 Q2 REDUCED 16,708 -1,375 -7.6% 0.07% $409K
2025 Q1 REDUCED 18,083 -1,250 -6.5% 0.07% $491K
2024 Q4 REDUCED 19,333 -600 -3.0% 0.08% $542K
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% of Fund (quarterly)
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