Impact Partnership Wealth, LLC: SPG position timeline

Impact Partnership Wealth, LLC held 2,847 SPG 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 2,847 shares

   Change vs previous 13F +2,847 shares

   0.06% of the 13F portfolio, value $636,794.

   13F-HR 0001984555-26-000004 filed by Impact Partnership Wealth, LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -4,123 shares

   13F-HR 0001984555-25-000004 filed by Impact Partnership Wealth, LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

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

3. period ended2025-03-31

   13F 4,123 shares

   Change vs previous 13F -785 shares

   0.15% of the 13F portfolio, value $684,822.

   13F-HR 0001984555-25-000003 filed by Impact Partnership Wealth, LLC
   Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 4,908 shares

   Change vs previous 13F +26 shares

   0.17% of the 13F portfolio, value $845,194.

   13F-HR 0001984555-25-000001 filed by Impact Partnership Wealth, LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 4,882 shares

   Change vs previous 13F not available

   0.19% of the 13F portfolio, value $825,171.

   13F-HR 0001984555-24-000004 filed by Impact Partnership Wealth, LLC
   Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).