1620 Investment Advisors, Inc.

13F Filings History

Latest 13F report
Q3 2025 - Oct 7, 2025
Value $
$147M
Signature - Title
Michelle Johnston - Office Manager
Location
Plymouth, MA
Summary
This page shows a list of all the recent 13F filings made by 1620 Investment Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. 1620 Investment Advisors, Inc. reported 648 stock holdings with total value $147M as of Q3 2025. Top holdings included SPIB, QEFA, IEF, JPM, and TY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 648 $147M +$7.23M -$9.35M -$2.12M SPIB, QEFA, IEF, JPM, TY 13F-HR 10/7/2025, 12:11 PM
Q2 2025 679 $141M +$9.75M -$5.03M +$4.72M SPIB, QEFA, IEF, SPTS, JPM 13F-HR 8/7/2025, 01:13 PM
Q1 2025 682 $131M +$5.35M -$5.5M -$145K SPIB, SPTS, IEF, QEFA, TY 13F-HR 5/14/2025, 11:23 AM
Q4 2024 695 $132M +$14.1M -$15M -$896K SPIB, IEF, SPTS, TY, QEFA 13F-HR 2/11/2025, 12:16 PM
Q3 2024 700 $138M +$4.33M -$8.59M -$4.26M SPIB, IEF, SLY, QEFA, TY 13F-HR 10/25/2024, 01:41 PM
Q2 2024 593 $130M +$35.3M -$2.04M +$33.3M SPIB, IEF, QEFA, SPTS, TY 13F-HR 7/23/2024, 03:09 PM
Q1 2024 111 $82.5M +$7.93M -$6.03M +$1.9M SPIB, IEF, QEFA, TY, JPM 13F-HR 5/13/2024, 09:35 AM
Q4 2023 130 $88.5M +$9.04M -$9.36M -$326K SPIB, IEF, QEFA, TY, SUB 13F-HR 2/9/2024, 04:50 PM
Q3 2023 141 $82M +$8.39M -$9.99M -$1.59M SPIB, IEF, QEFA, TY, SUB 13F-HR 11/9/2023, 09:58 AM
Q2 2023 142 $85.8M +$9.59M -$6.39M +$3.2M SPIB, IEF, QEFA, TY, SUB 13F-HR 8/14/2023, 05:52 PM
Q1 2023 127 $81.9M +$7.2M -$1.44M +$5.76M SPIB, IEF, TY, QEFA, SUB 13F-HR 5/10/2023, 08:41 AM
Q4 2022 130 $81.1M +$12M -$1.86M +$10.1M SPIB, IEF, TY, FLRN, QEFA 13F-HR 2/13/2023, 05:51 PM
Q3 2022 118 $67.8M +$9.49M -$808K +$8.68M SPIB, IEF, TY, TIP, FLRN 13F-HR 11/14/2022, 01:08 PM
Q2 2022 120 $68.1M +$11.6M -$8.96M +$2.64M SPIB, IEF, TIP, FLRN, AAPL 13F-HR 8/8/2022, 08:12 PM
Q1 2022 104 $78.7M +$2.54M +$2.54M SPIB, TIP, TY, MSFT, AAPL 13F-HR 5/16/2022, 01:20 PM
Q4 2021 118 $89.3M SPIB, TIP, TY, MSFT, AAPL 13F-HR 5/16/2022, 01:27 PM