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Impact Partnership Wealth, LLC: VUG position timeline

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

Impact Partnership Wealth, LLC held 287,764 VUG 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 287,764 shares
    Change vs previous 13F +217,570 shares

    2.41% of the 13F portfolio, value $24,787,974.

    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 70,194 shares
    Change vs previous 13F +27,797 shares

    3.79% of the 13F portfolio, value $30,660,122.

    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 42,397 shares
    Change vs previous 13F +3,149 shares

    2.65% of the 13F portfolio, value $20,683,635.

    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 39,248 shares
    Change vs previous 13F -13,235 shares

    2.8% of the 13F portfolio, value $18,823,805.

    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 52,483 shares
    Change vs previous 13F +17,037 shares

    4.24% of the 13F portfolio, value $23,008,738.

    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 35,446 shares
    Change vs previous 13F +1,713 shares

    2.81% of the 13F portfolio, value $13,143,963.

    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 33,733 shares
    Change vs previous 13F -6,011 shares

    2.79% of the 13F portfolio, value $13,845,527.

    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 39,744 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $15,258,920.

    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).