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Impact Capital Partners LLC: WSO position timeline

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

Impact Capital Partners LLC held 547 WSO 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 547 shares
    Change vs previous 13F -606 shares

    0.06% of the 13F portfolio, value $227,951.

    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 1,153 shares
    Change vs previous 13F -106 shares

    0.13% of the 13F portfolio, value $419,450.

    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 1,259 shares
    Change vs previous 13F -48 shares

    0.13% of the 13F portfolio, value $424,220.

    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 1,307 shares
    Change vs previous 13F -134 shares

    0.16% of the 13F portfolio, value $528,420.

    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 1,441 shares
    Change vs previous 13F -34 shares

    0.21% of the 13F portfolio, value $636,374.

    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 1,475 shares
    Change vs previous 13F +2 shares

    0.27% of the 13F portfolio, value $749,742.

    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 1,473 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $698,040.

    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).