Skip to content
Disclosery

Impact Partnership Wealth, LLC: AIZ position timeline

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

Impact Partnership Wealth, LLC held 3,257 AIZ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,257 shares
    Change vs previous 13F +737 shares

    0.09% of the 13F portfolio, value $874,650.

    13F-HR 0001984555-26-000004 filed by Impact Partnership Wealth, 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 2,520 shares
    Change vs previous 13F +2,520 shares

    0.07% of the 13F portfolio, value $548,903.

    13F-HR 0001984555-26-000003 filed by Impact Partnership Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -2,045 shares

    13F-HR 0001984555-25-000006 filed by Impact Partnership Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 2,045 shares
    Change vs previous 13F +766 shares

    0.07% of the 13F portfolio, value $403,898.

    13F-HR 0001984555-25-000004 filed by Impact Partnership Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,279 shares
    Change vs previous 13F +148 shares

    0.06% of the 13F portfolio, value $268,363.

    13F-HR 0001984555-25-000003 filed by Impact Partnership Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,131 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $241,198.

    13F-HR 0001984555-25-000001 filed by Impact Partnership Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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