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Impact Capital Partners LLC: LPLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Impact Capital Partners LLC on LPLA, newest first. How the timeline and the estimate are built.

Impact Capital Partners LLC held 1,391 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,391 shares
    Change vs previous 13F -686 shares

    0.11% of the 13F portfolio, value $391,817.

    13F-HR 0001951757-26-000997 filed by Impact Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,077 shares
    Change vs previous 13F -690 shares

    0.19% of the 13F portfolio, value $624,824.

    13F-HR 0001951757-26-000577 filed by Impact Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,767 shares
    Change vs previous 13F +80 shares

    0.29% of the 13F portfolio, value $988,289.

    13F-HR 0001951757-26-000022 filed by Impact Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,687 shares
    Change vs previous 13F -163 shares

    0.27% of the 13F portfolio, value $893,938.

    13F-HR 0001951757-25-001225 filed by Impact Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,850 shares
    Change vs previous 13F -92 shares

    0.35% of the 13F portfolio, value $1,068,664.

    13F-HR 0001951757-25-000891 filed by Impact Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,942 shares
    Change vs previous 13F +59 shares

    0.35% of the 13F portfolio, value $962,446.

    13F-HR 0001951757-25-000309 filed by Impact Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,883 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $941,328.

    13F-HR 0001951757-25-000213 filed by Impact Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).