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Disclosery

Impact Partnership Wealth, LLC: SHV position timeline

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

Impact Partnership Wealth, LLC held 25,228 SHV 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 25,228 shares
    Change vs previous 13F -983 shares

    0.27% of the 13F portfolio, value $2,783,945.

    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 26,211 shares
    Change vs previous 13F -3,190 shares

    0.36% of the 13F portfolio, value $2,893,421.

    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 29,401 shares
    Change vs previous 13F +3,137 shares

    0.42% of the 13F portfolio, value $3,238,559.

    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 26,264 shares
    Change vs previous 13F -725 shares

    0.43% of the 13F portfolio, value $2,901,903.

    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 26,989 shares
    Change vs previous 13F +4,374 shares

    0.55% of the 13F portfolio, value $2,980,153.

    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 22,615 shares
    Change vs previous 13F +7,816 shares

    0.53% of the 13F portfolio, value $2,498,070.

    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 14,799 shares
    Change vs previous 13F -848 shares

    0.33% of the 13F portfolio, value $1,629,495.

    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 15,647 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,731,025.

    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).