Impact Partnership Wealth, LLC: CGMS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Impact Partnership Wealth, LLC on CGMS, newest first. How the timeline and the estimate are built.
Impact Partnership Wealth, LLC held 71,736 CGMS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 71,736 sharesChange vs previous 13F +16,469 shares
0.19% of the 13F portfolio, value $1,960,542.
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 ended2026-03-3113F 55,267 sharesChange vs previous 13F +11,119 shares
0.19% of the 13F portfolio, value $1,504,912.
13F-HR 0001984555-26-000003 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 ended2025-12-3113F 44,148 sharesChange vs previous 13F +3,700 shares
0.16% of the 13F portfolio, value $1,219,355.
13F-HR 0001984555-26-000002 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 ended2025-09-3013F 40,448 sharesChange vs previous 13F +21,772 shares
0.17% of the 13F portfolio, value $1,122,440.
13F-HR 0001984555-25-000006 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 18,676 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $515,838.
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).