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Impact Partnership Wealth, LLC: SPIB position timeline

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

Impact Partnership Wealth, LLC held 175,700 SPIB 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 175,700 shares
    Change vs previous 13F -64,722 shares

    0.57% of the 13F portfolio, value $5,878,916.

    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 240,422 shares
    Change vs previous 13F +20,204 shares

    1% of the 13F portfolio, value $8,063,756.

    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 220,218 shares
    Change vs previous 13F +102,392 shares

    0.95% of the 13F portfolio, value $7,445,561.

    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 117,826 shares
    Change vs previous 13F -41,375 shares

    0.59% of the 13F portfolio, value $3,993,112.

    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 159,201 shares
    Change vs previous 13F +11,618 shares

    0.99% of the 13F portfolio, value $5,345,975.

    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 147,583 shares
    Change vs previous 13F +30,265 shares

    1.05% of the 13F portfolio, value $4,905,662.

    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 117,318 shares
    Change vs previous 13F +9,899 shares

    0.78% of the 13F portfolio, value $3,843,343.

    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 107,419 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $3,621,089.

    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).