Wellesley Investment Partners, LLC
13F Portfolio Filings
- Most recent 13FQ3 2020
- Locationwellesley, MA
- CIK0001669733
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
103 | $292.53M | IVV, IEF, VEA, AGG | 13F-HR | Oct 30, 2020 | 000160658720001160 | ||
102 | $282.81M | IEF, IVV, VEA, AGG | 13F-HR | Aug 12, 2020 | 000160658720000946 | ||
103 | $251.62M | IEF, IVV, BSV, VEA | 13F-HR | May 11, 2020 | 000160658720000648 | ||
120 | $325.30M | BSV, IVV, VEA, IEF | 13F-HR | Feb 7, 2020 | 000160658720000220 | ||
109 | $304.51M | BSV, IVV, IEF, VEA | 13F-HR | Nov 8, 2019 | 000160658719000992 | ||
107 | $290.34M | IVV, VEA, BSV, IEF | 13F-HR | Aug 5, 2019 | 000160658719000750 | ||
120 | $291.59M | IVV, VEA, BSV, IEF | 13F-HR | May 15, 2019 | 000160658719000552 | ||
120 | $281.01M | BSV, IVV, VEA, IJH | 13F-HR | Feb 13, 2019 | 000160658719000233 | ||
127 | $306.91M | VEA, IVV, BSV, IJH | 13F-HR | Nov 13, 2018 | 000160658718000870 | ||
130 | $287.71M | VEA, BSV, IVV, IJH | 13F-HR | Aug 14, 2018 | 000160658718000663 | ||
129 | $278.08M | VEA, BSV, IVV, IJH | 13F-HR | May 14, 2018 | 000160658718000437 | ||
125 | $264.14M | VEA, IVV, BSV, IJH | 13F-HR | Feb 12, 2018 | 000160658718000185 | ||
118 | $243.64M | VEA, IVV, BSV, IJH | 13F-HR | Nov 13, 2017 | 000160658717000672 | ||
119 | $237.81M | VEA, IVV, BSV, IJH | 13F-HR | Aug 8, 2017 | 000160658717000468 | ||
112 | $226.40M | VEA, IVV, BSV, IJH | 13F-HR | May 12, 2017 | 000160658717000328 | ||
106 | $206.54M | IVV, VEA, BSV, IJH | 13F-HR | Feb 10, 2017 | 000160658717000122 | ||
98 | $193.10M | VEA, BSV, IVV, IJH | 13F-HR | Nov 9, 2016 | 000160658716000842 | ||
94 | $185.46M | BSV, VEA, IVV, IJH | 13F-HR | Aug 10, 2016 | 000160658716000722 | ||
90 | $166.91M | VEA, IVV, IJH, BSV | 13F-HR | May 11, 2016 | 000160658716000608 | ||
85 | $145.30M | VEA, IVV, IJH, BSV | 13F-HR | Mar 22, 2016 | 000160658716000523 |