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Disclosery

Impact Partnership Wealth, LLC: SPEM position timeline

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

Impact Partnership Wealth, LLC held 535,689 SPEM 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 535,689 shares
    Change vs previous 13F -250,099 shares

    2.7% of the 13F portfolio, value $27,737,977.

    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 785,788 shares
    Change vs previous 13F +294,347 shares

    4.55% of the 13F portfolio, value $36,861,315.

    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 491,441 shares
    Change vs previous 13F +35,337 shares

    2.95% of the 13F portfolio, value $23,004,363.

    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 456,104 shares
    Change vs previous 13F -174,255 shares

    3.17% of the 13F portfolio, value $21,350,209.

    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 630,359 shares
    Change vs previous 13F +148,528 shares

    4.97% of the 13F portfolio, value $26,941,547.

    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 481,831 shares
    Change vs previous 13F -14,493 shares

    4.05% of the 13F portfolio, value $18,969,677.

    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 496,324 shares
    Change vs previous 13F +49,470 shares

    3.84% of the 13F portfolio, value $19,043,965.

    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 446,854 shares
    Change vs previous 13F not available

    4.16% of the 13F portfolio, value $18,446,120.

    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).