Skip to content
Disclosery

Impact Partnership Wealth, LLC: TIP position timeline

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

Impact Partnership Wealth, LLC held 51,813 TIP 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 51,813 shares
    Change vs previous 13F -25,720 shares

    0.55% of the 13F portfolio, value $5,669,927.

    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 77,533 shares
    Change vs previous 13F +21,192 shares

    1.06% of the 13F portfolio, value $8,556,529.

    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 56,341 shares
    Change vs previous 13F +17,186 shares

    0.79% of the 13F portfolio, value $6,192,429.

    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 39,155 shares
    Change vs previous 13F +4,834 shares

    0.65% of the 13F portfolio, value $4,354,824.

    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 34,321 shares
    Change vs previous 13F +3,518 shares

    0.7% of the 13F portfolio, value $3,776,644.

    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 30,803 shares
    Change vs previous 13F +1,216 shares

    0.73% of the 13F portfolio, value $3,421,922.

    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 29,587 shares
    Change vs previous 13F -7,212 shares

    0.64% of the 13F portfolio, value $3,152,452.

    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 36,799 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $4,065,176.

    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).