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Impact Partnership Wealth, LLC: VTV position timeline

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

Impact Partnership Wealth, LLC held 148,872 VTV 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 148,872 shares
    Change vs previous 13F -14,119 shares

    3.15% of the 13F portfolio, value $32,443,649.

    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 162,991 shares
    Change vs previous 13F +31,435 shares

    3.95% of the 13F portfolio, value $31,978,852.

    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 131,556 shares
    Change vs previous 13F -13,809 shares

    3.22% of the 13F portfolio, value $25,125,829.

    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 145,365 shares
    Change vs previous 13F +18,846 shares

    4.03% of the 13F portfolio, value $27,109,089.

    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 126,519 shares
    Change vs previous 13F +13,008 shares

    4.12% of the 13F portfolio, value $22,360,947.

    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 113,511 shares
    Change vs previous 13F +19,904 shares

    4.19% of the 13F portfolio, value $19,607,975.

    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 93,607 shares
    Change vs previous 13F +5,795 shares

    3.2% of the 13F portfolio, value $15,847,607.

    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 87,812 shares
    Change vs previous 13F not available

    3.46% of the 13F portfolio, value $15,329,271.

    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).