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Impact Partnership Wealth, LLC: PDBC position timeline

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

Impact Partnership Wealth, LLC held 498,516 PDBC 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 498,516 shares
    Change vs previous 13F +34,314 shares

    0.77% of the 13F portfolio, value $7,916,429.

    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 464,202 shares
    Change vs previous 13F -14,159 shares

    0.99% of the 13F portfolio, value $8,039,987.

    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 478,361 shares
    Change vs previous 13F +56,898 shares

    0.81% of the 13F portfolio, value $6,338,285.

    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 421,463 shares
    Change vs previous 13F +60,425 shares

    0.84% of the 13F portfolio, value $5,660,250.

    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 361,038 shares
    Change vs previous 13F +18,478 shares

    0.87% of the 13F portfolio, value $4,707,941.

    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 342,560 shares
    Change vs previous 13F +23,706 shares

    1% of the 13F portfolio, value $4,669,100.

    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 318,854 shares
    Change vs previous 13F -76,703 shares

    0.84% of the 13F portfolio, value $4,141,917.

    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 395,557 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $5,312,331.

    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).