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Disclosery

Impact Partnership Wealth, LLC: XLF position timeline

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

Impact Partnership Wealth, LLC held 314,580 XLF 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 314,580 shares
    Change vs previous 13F +166,097 shares

    1.64% of the 13F portfolio, value $16,864,633.

    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 148,483 shares
    Change vs previous 13F +143,302 shares

    0.91% of the 13F portfolio, value $7,330,595.

    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 5,181 shares
    Change vs previous 13F +1,260 shares

    0.04% of the 13F portfolio, value $283,749.

    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 3,921 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $211,233.

    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).