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Impact Partnership Wealth, LLC: SRLN position timeline

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

Impact Partnership Wealth, LLC held 57,494 SRLN 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 57,494 shares
    Change vs previous 13F +14,502 shares

    0.23% of the 13F portfolio, value $2,316,427.

    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 42,992 shares
    Change vs previous 13F +8,333 shares

    0.21% of the 13F portfolio, value $1,725,680.

    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 34,659 shares
    Change vs previous 13F -5,572 shares

    0.18% of the 13F portfolio, value $1,430,395.

    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 40,231 shares
    Change vs previous 13F +22,374 shares

    0.25% of the 13F portfolio, value $1,672,794.

    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 17,857 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $742,667.

    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).