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Disclosery

Impact Partnership Wealth, LLC: EVR position timeline

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

Impact Partnership Wealth, LLC held 3,204 EVR 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 3,204 shares
    Change vs previous 13F +422 shares

    0.11% of the 13F portfolio, value $1,094,014.

    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 2,782 shares
    Change vs previous 13F +366 shares

    0.1% of the 13F portfolio, value $830,354.

    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 2,416 shares
    Change vs previous 13F +2,416 shares

    0.11% of the 13F portfolio, value $822,071.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -725 shares

    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).

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

  5. period ended2024-12-31
    13F 725 shares
    Change vs previous 13F -208 shares

    0.04% of the 13F portfolio, value $200,919.

    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).

  6. period ended2024-09-30
    13F 933 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $236,262.

    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).