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Impact Capital Partners LLC: UBS position timeline

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

Impact Capital Partners LLC held 17,006 UBS 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 17,006 shares
    Change vs previous 13F +23 shares

    0.23% of the 13F portfolio, value $842,817.

    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 16,983 shares
    Change vs previous 13F +230 shares

    0.2% of the 13F portfolio, value $663,526.

    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 16,753 shares
    Change vs previous 13F +6,571 shares

    0.23% of the 13F portfolio, value $775,831.

    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 10,182 shares
    Change vs previous 13F +188 shares

    0.13% of the 13F portfolio, value $417,462.

    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 9,994 shares
    Change vs previous 13F +394 shares

    0.11% of the 13F portfolio, value $337,997.

    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 9,600 shares
    Change vs previous 13F +62 shares

    0.11% of the 13F portfolio, value $294,048.

    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 9,538 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $289,192.

    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).