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Disclosery

Impact Partnership Wealth, LLC: WT position timeline

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

Impact Partnership Wealth, LLC held 12,501 WT 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 12,501 shares
    Change vs previous 13F +594 shares

    0.02% of the 13F portfolio, value $211,763.

    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 11,907 shares
    Change vs previous 13F -5,628 shares

    0.02% of the 13F portfolio, value $173,362.

    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 17,535 shares
    Change vs previous 13F -4 shares

    0.03% of the 13F portfolio, value $213,753.

    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 17,539 shares
    Change vs previous 13F +4,008 shares

    0.04% of the 13F portfolio, value $243,793.

    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 13,531 shares
    Change vs previous 13F -58 shares

    0.03% of the 13F portfolio, value $155,744.

    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 13,589 shares
    Change vs previous 13F -27,495 shares

    0.03% of the 13F portfolio, value $121,212.

    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 41,084 shares
    Change vs previous 13F +6,617 shares

    0.09% of the 13F portfolio, value $431,384.

    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 34,467 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $344,323.

    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).