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Disclosery

Impact Partnership Wealth, LLC: MSM position timeline

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

Impact Partnership Wealth, LLC held 1,688 MSM 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 1,688 shares
    Change vs previous 13F +1,688 shares

    0.02% of the 13F portfolio, value $200,827.

    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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -2,374 shares

    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).

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

  3. period ended2025-06-30
    13F 2,374 shares
    Change vs previous 13F -459 shares

    0.04% of the 13F portfolio, value $201,831.

    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).

  4. period ended2025-03-31
    13F 2,833 shares
    Change vs previous 13F -792 shares

    0.05% of the 13F portfolio, value $220,018.

    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).

  5. period ended2024-12-31
    13F 3,625 shares
    Change vs previous 13F +630 shares

    0.05% of the 13F portfolio, value $270,721.

    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 2,995 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $257,776.

    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).