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Impact Partnership Wealth, LLC: UMAR position timeline

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

Impact Partnership Wealth, LLC held 24,329 UMAR 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 24,329 shares
    Change vs previous 13F +1,858 shares

    0.1% of the 13F portfolio, value $1,027,786.

    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 22,471 shares
    Change vs previous 13F -564 shares

    0.11% of the 13F portfolio, value $892,998.

    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 23,035 shares
    Change vs previous 13F -593 shares

    0.12% of the 13F portfolio, value $920,244.

    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 23,628 shares
    Change vs previous 13F -14,845 shares

    0.14% of the 13F portfolio, value $921,728.

    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 38,473 shares
    Change vs previous 13F +3,096 shares

    0.27% of the 13F portfolio, value $1,446,970.

    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 35,377 shares
    Change vs previous 13F -8,179 shares

    0.27% of the 13F portfolio, value $1,257,652.

    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 43,556 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,554,514.

    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).