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Disclosery

Impact Partnership Wealth, LLC: SPY position timeline

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

Impact Partnership Wealth, LLC held 14,923 SPY 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 14,923 shares
    Change vs previous 13F -9,791 shares

    1.08% of the 13F portfolio, value $11,143,827.

    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 24,714 shares
    Change vs previous 13F -8,159 shares

    1.99% of the 13F portfolio, value $16,072,800.

    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 32,873 shares
    Change vs previous 13F +13,873 shares

    2.87% of the 13F portfolio, value $22,416,955.

    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 19,000 shares
    Change vs previous 13F +1,382 shares

    1.88% of the 13F portfolio, value $12,657,167.

    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 17,618 shares
    Change vs previous 13F +4,527 shares

    2.01% of the 13F portfolio, value $10,885,521.

    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 13,091 shares
    Change vs previous 13F +3,327 shares

    1.56% of the 13F portfolio, value $7,322,782.

    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 9,764 shares
    Change vs previous 13F +1,073 shares

    1.15% of the 13F portfolio, value $5,722,361.

    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 8,691 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $4,986,358.

    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).