Impact Partnership Wealth, LLC: WSO position timeline

Impact Partnership Wealth, LLC held 963 WSO 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 963 shares

   Change vs previous 13F +401 shares

   0.04% of the 13F portfolio, value $401,216.

   13F-HR 0001984555-26-000004 filed by Impact Partnership Wealth, LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 562 shares

   Change vs previous 13F -149 shares

   0.03% of the 13F portfolio, value $204,363.

   13F-HR 0001984555-26-000003 filed by Impact Partnership Wealth, LLC
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 711 shares

   Change vs previous 13F +711 shares

   0.03% of the 13F portfolio, value $239,579.

   13F-HR 0001984555-26-000002 filed by Impact Partnership Wealth, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -807 shares

   13F-HR 0001984555-25-000001 filed by Impact Partnership Wealth, LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-09-30

   13F 807 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $396,953.

   13F-HR 0001984555-24-000004 filed by Impact Partnership Wealth, LLC
   Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).