Long-term investor

Ipsen Advisor Group LLC @ipsenadvisorgroupllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001964922).

Record

  • Tracked since 2025-06-30 (472 days), 48 trades recorded
  • Returns: week n/a · month n/a · 90 days +1.4% · 6 months +1.8% · 1 year +3.9% · all +3.9%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464288307 · 5.1% · long · since 2025-06-30
  • 464288406 · 5.0% · long · since 2025-06-30
  • 464288604 · 4.9% · long · since 2025-06-30
  • 46641Q845 · 4.5% · long · since 2025-06-30
  • 46138G672 · 4.3% · long · since 2025-06-30
  • 464287119 · 4.0% · long · since 2025-06-30
  • 233051200 · 3.2% · long · since 2025-06-30
  • 316188309 · 3.2% · long · since 2025-06-30
  • 46435G839 · 2.8% · long · since 2025-06-30
  • 464288703 · 2.8% · long · since 2025-06-30
  • 46434V274 · 2.7% · long · since 2025-12-31
  • 464288109 · 2.4% · long · since 2025-06-30

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