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Impact Partnership Wealth, LLC: SGOV position timeline

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

Impact Partnership Wealth, LLC held 83,663 SGOV 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 83,663 shares
    Change vs previous 13F -43,288 shares

    0.82% of the 13F portfolio, value $8,422,384.

    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 126,951 shares
    Change vs previous 13F -52,678 shares

    1.58% of the 13F portfolio, value $12,778,916.

    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 179,629 shares
    Change vs previous 13F +44,405 shares

    2.31% of the 13F portfolio, value $18,031,167.

    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 135,224 shares
    Change vs previous 13F -71,743 shares

    2.02% of the 13F portfolio, value $13,617,102.

    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 206,967 shares
    Change vs previous 13F -10,427 shares

    3.84% of the 13F portfolio, value $20,839,483.

    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 217,394 shares
    Change vs previous 13F +74,785 shares

    4.67% of the 13F portfolio, value $21,885,027.

    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 142,609 shares
    Change vs previous 13F -7,766 shares

    2.89% of the 13F portfolio, value $14,306,577.

    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 150,375 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $15,145,720.

    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).