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Impact Partnership Wealth, LLC: MBB position timeline

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

Impact Partnership Wealth, LLC held 162,750 MBB 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 162,750 shares
    Change vs previous 13F +19,290 shares

    1.5% of the 13F portfolio, value $15,383,133.

    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 143,460 shares
    Change vs previous 13F +58,583 shares

    1.68% of the 13F portfolio, value $13,621,570.

    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 84,877 shares
    Change vs previous 13F +15,073 shares

    1.04% of the 13F portfolio, value $8,081,959.

    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 69,804 shares
    Change vs previous 13F -11,662 shares

    0.99% of the 13F portfolio, value $6,641,897.

    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 81,466 shares
    Change vs previous 13F -4,755 shares

    1.41% of the 13F portfolio, value $7,648,821.

    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 86,221 shares
    Change vs previous 13F +21,939 shares

    1.73% of the 13F portfolio, value $8,085,818.

    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 64,282 shares
    Change vs previous 13F -15,539 shares

    1.19% of the 13F portfolio, value $5,893,369.

    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 79,821 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $7,647,627.

    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).