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Impact Partnership Wealth, LLC: SPTI position timeline

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

Impact Partnership Wealth, LLC held 612,393 SPTI 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 612,393 shares
    Change vs previous 13F -256,190 shares

    1.69% of the 13F portfolio, value $17,385,847.

    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 868,583 shares
    Change vs previous 13F +54,167 shares

    3.07% of the 13F portfolio, value $24,893,594.

    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 814,416 shares
    Change vs previous 13F +374,399 shares

    3.01% of the 13F portfolio, value $23,487,757.

    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 440,017 shares
    Change vs previous 13F -173,094 shares

    1.89% of the 13F portfolio, value $12,716,492.

    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 613,111 shares
    Change vs previous 13F +283,159 shares

    3.25% of the 13F portfolio, value $17,639,207.

    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 329,952 shares
    Change vs previous 13F +26,225 shares

    2.01% of the 13F portfolio, value $9,430,028.

    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 303,727 shares
    Change vs previous 13F -105,628 shares

    1.71% of the 13F portfolio, value $8,467,913.

    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 409,355 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $11,895,861.

    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).