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Disclosery

Impact Partnership Wealth, LLC: BIL position timeline

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

Impact Partnership Wealth, LLC held 1,688,043 BIL 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 1,688,043 shares
    Change vs previous 13F +1,501,159 shares

    15.04% of the 13F portfolio, value $154,692,288.

    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 186,884 shares
    Change vs previous 13F -976,912 shares

    2.12% of the 13F portfolio, value $17,126,072.

    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 ended2025-12-31
    13F 1,163,796 shares
    Change vs previous 13F +100,874 shares

    13.64% of the 13F portfolio, value $106,347,647.

    13F-HR 0001984555-26-000002 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).

  4. period ended2025-09-30
    13F 1,062,922 shares
    Change vs previous 13F +639,480 shares

    14.5% of the 13F portfolio, value $97,523,065.

    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).

  5. period ended2025-06-30
    13F 423,442 shares
    Change vs previous 13F -222,755 shares

    7.16% of the 13F portfolio, value $38,842,360.

    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).

  6. period ended2025-03-31
    13F 646,197 shares
    Change vs previous 13F -292,408 shares

    12.66% of the 13F portfolio, value $59,275,614.

    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).

  7. period ended2024-12-31
    13F 938,605 shares
    Change vs previous 13F +157,993 shares

    17.32% of the 13F portfolio, value $85,816,649.

    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).

  8. period ended2024-09-30
    13F 780,612 shares
    Change vs previous 13F not available

    16.17% of the 13F portfolio, value $71,667,959.

    13F-HR 0001984555-24-000004 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).