NasdaqConsumer StaplesBeveragesGIG HARBOR, WA

IP Strategy Holdings, Inc. IPST

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Estimated market cap $2.04M995,933 shares, shares as of Oct 22, 2026CIK 1788230

Insider trades, 12 mo

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No open-market trades

Congress trades, 24 mo

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No disclosed trades

13F holders, Q3 2026

2.2% of shares · 0 added

13F holders

…

Lobbying, 12 mo

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No lobbying filings

Federal contracts, 12 mo

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None matched

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Latest 10-Q

Q2 2026

What changed in IP Strategy Holdings, Inc.'s latest quarterly report, compared with the one before.

Filed Oct 23, 2026 · Quarter ended Jun 30, 2026

Compared with the 10-Q for the quarter ended Mar 31, 2026. Sections compared: management's discussion, risk factors, legal proceedings and controls and procedures.

Read the 10-Q on sec.gov ↗Filing index ↗

Latest 10-Q

What changed in IP Strategy Holdings, Inc.'s latest quarterly report, compared with the one before.

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Insider trades

Open-market trades from Form 4. 10b5-1 marks a plan set in advance.

No open-market insider trades reported since Feb 14, 2025. Insiders have two business days to file.

Recent insider trades

Andrew M. Varga Director	Feb 14, 2025 Form 4 ↗	Buy	+$58.4K 47,500 sh @ $1.23	-72.5%
Beth A. Marker SVP of Retail Operations	Feb 13, 2025 Form 4 ↗	Buy	+$9,945 8,500 sh @ $1.17	-71.3%
Justin B. Stiefel CEO & Treasurer, Director	Feb 7, 2025 Form 4 ↗	Buy	+$3,499 2,916 sh @ $1.20	-74.0%
Jennifer D. H. Stiefel President & Secretary, Director	Feb 7, 2025 Form 4 ↗	Buy	+$3,499 2,916 sh @ $1.20	-74.0%
Jennifer D. H. Stiefel President & Secretary, Director	Feb 7, 2025 Form 4 ↗	Buy	+$3,014 2,450 sh @ $1.23	-74.0%

All IPST insider trades →Planned sales (Form 144): see notices

Insider trades

Open-market trades from Form 4. 10b5-1 marks a plan set in advance.

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13F holders

22,375 shares

10 funds report IPST. Values checked against market prices.

Funds own 9.4% of shares (Q2 2026)

13 funds hold the stock.

Q3 2026: 2.2% · 5,560 of ~8,900 funds reported so far

Q1 2026<0.1%
Q2 20269.4%
Q3 2026 (so far)2.2%

Q3 2026. 3 new, 0 added to, 2 trimmed, 6 exited since Q2 2026.

Top 13F holders
#
1	Jane Street Group, LLC 13F ↗	12,115	$38.8K	New
2	Vanguard Capital Management LLC 13F ↗	5,076	$16.2K	unchanged
3	Vanguard Fiduciary Trust Co 13F ↗	2,356	$7,539	unchanged
4	Citigroup Inc 13F ↗	1,885	$6,032	New
5	Vanguard Global Advisers, LLC 13F ↗	336	$1,075	unchanged
6	Morgan Stanley 13F ↗	304	$973	-1.9%
7	UBS Group AG 13F ↗	265	$848	New
8	BlackRock, Inc. 13F ↗	31	$99	unchanged
9	Harbour Investments, Inc. 13F ↗	6	$19	unchanged
10	Barclays plc 13F ↗	1	$3	-93.3%

Download CSV Every fund that holds IPST, not only these ten. A download holds at most 10,000 rows; narrow the filters to get a smaller slice.

13F holders

Funds that report this stock, checked against market prices.

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Trades by members of Congress

Disclosed in dollar ranges, up to 45 days after the trade.

No recent congressional trades for this company.

Trades by members of Congress

Disclosed in dollar ranges, up to 45 days after the trade.

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Lobbying

What IP Strategy Holdings, Inc. and its lobbying firms report each quarter.

No recent lobbying filings for this company.

Lobbying

What IP Strategy Holdings, Inc. and its lobbying firms report each quarter.

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Institutional ownership over time

How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.

Funds holding the stock

Shares they report, adjusted for splits

Funds holding the stock by quarter

Q1 2026	2	—	7	$39
Q2 2026	13	+11	64,367	$151.3K
Q3 2026	10	-3	22,375	$71.6K

Each point is a quarter-end, from Q1 2026 to Q3 2026. A fund's 13F lists its long positions in US-listed securities as of the last day of the quarter and arrives up to 45 days later, so each point shows holdings at quarter-end, not on the day they were reported.

Common shares only; options and bonds are left out. When a fund amends a report, the amended version is the one counted.

The history follows the company's current CUSIP number (42727R302). If the company's shares were ever re-issued under a different CUSIP, the quarters before the change are not part of this series, so the first point (Q1 2026) can be later than the stock's first appearance in 13F reports.

Share counts are adjusted for stock splits (1-for-20 on Apr 23, 2026): reports from before a split are multiplied by its ratio, so every quarter is on the share count of Q3 2026.

A quarter appears once our daily update has built its summary. If a summary cannot be built, older reports are kept and the chart shows the quarters it has until the next update repairs it.

Institutional ownership over time

How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.

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More filings and data

Each opens the table.

Ownership stakes2 in 12 mo 8-K events2 in 90 days PatentsNone on record Short interestFINRA · updated Oct 15 Planned insider salesNone in 12 mo Executive payNone on record Wikipedia attentionNone on record SEC enforcementNone on record IPO history4 registrations Ownership stakes…8-K events…Patents…Short interest…Planned insider sales…Executive pay…Wikipedia attention…SEC enforcement…

About the company

The basics from the company’s SEC registration.

Legal name: IP STRATEGY HOLDINGS, INC.
Address: 11010 HARBOR HILL DRIVE # B-308, GIG HARBOR, WA 98332
Phone: 253-509-0008
Fiscal year ends: Dec 31
Filer category: emerging growth company
Incorporated in: DE
Listed as: IPST (Nasdaq)
Former names: Heritage Distilling Holding Company, Inc. (until 2026)
SEC filings: All filings on SEC EDGAR ↗

About the company

The basics from the company’s SEC registration.

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$2.05−$0.03 (−1.20%) Nov 13 close

1M3M1Y

Oct 13, 2026Low $2.03 · High $2.82Nov 13, 2026

Aug 13, 2026Low $2.03 · High $15.76Nov 13, 2026

Nov 13, 2025Low $1.91 · High $296.40Nov 13, 2026

Congress purchase Congress sale Insider sale over $1M

Adjusted for stock splits; not for dividends. The stock split 1-for-20 on Apr 23, 2026; earlier prices are shown divided by the split ratio. Where prices come from.

Live chart

Intraday and historical prices from TradingView. Quotes may be delayed.

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Information, not investment advice. Company matching is automatic; check the source before relying on one row.