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Impact Partnership Wealth, LLC: FPX position timeline

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

Impact Partnership Wealth, LLC held 9,626 FPX 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 9,626 shares
    Change vs previous 13F -3,973 shares

    0.19% of the 13F portfolio, value $1,984,780.

    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 13,599 shares
    Change vs previous 13F +3,917 shares

    0.27% of the 13F portfolio, value $2,159,610.

    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 9,682 shares
    Change vs previous 13F +732 shares

    0.2% of the 13F portfolio, value $1,583,839.

    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 8,950 shares
    Change vs previous 13F +1,920 shares

    0.22% of the 13F portfolio, value $1,487,060.

    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 7,030 shares
    Change vs previous 13F -4,119 shares

    0.19% of the 13F portfolio, value $1,018,659.

    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 11,149 shares
    Change vs previous 13F +2,399 shares

    0.27% of the 13F portfolio, value $1,245,809.

    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 8,750 shares
    Change vs previous 13F +2,574 shares

    0.21% of the 13F portfolio, value $1,045,769.

    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 6,176 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $680,536.

    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).