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Impact Partnership Wealth, LLC: SPHY position timeline

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

Impact Partnership Wealth, LLC held 229,119 SPHY 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 229,119 shares
    Change vs previous 13F -101,256 shares

    0.52% of the 13F portfolio, value $5,370,549.

    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 330,375 shares
    Change vs previous 13F +157,099 shares

    0.95% of the 13F portfolio, value $7,704,347.

    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 173,276 shares
    Change vs previous 13F +19,994 shares

    0.53% of the 13F portfolio, value $4,101,452.

    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 153,282 shares
    Change vs previous 13F -74,415 shares

    0.55% of the 13F portfolio, value $3,669,560.

    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 227,697 shares
    Change vs previous 13F +14,808 shares

    1% of the 13F portfolio, value $5,419,190.

    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 212,889 shares
    Change vs previous 13F +5,578 shares

    1.06% of the 13F portfolio, value $4,985,849.

    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 207,311 shares
    Change vs previous 13F +10,447 shares

    0.98% of the 13F portfolio, value $4,865,584.

    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 196,864 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $4,734,577.

    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).