Impact Partnership Wealth, LLC: CFR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Impact Partnership Wealth, LLC on CFR, newest first. How the timeline and the estimate are built.
Impact Partnership Wealth, LLC held 1,682 CFR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 1,682 sharesChange vs previous 13F +1,682 shares
0.03% of the 13F portfolio, value $259,895.
13F-HR 0001984555-26-000004 filed by Impact Partnership Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -2,199 shares
13F-HR 0001984555-25-000004 filed by Impact Partnership Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 2,199 sharesChange vs previous 13F -2,453 shares
0.06% of the 13F portfolio, value $275,333.
13F-HR 0001984555-25-000003 filed by Impact Partnership Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,652 sharesChange vs previous 13F +4,652 shares
0.13% of the 13F portfolio, value $624,551.
13F-HR 0001984555-25-000001 filed by Impact Partnership Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001984555-24-000004 filed by Impact Partnership Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.