Skip to content
Disclosery

Impact Partnership Wealth, LLC: XYZ position timeline

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

Impact Partnership Wealth, LLC held 8,035 XYZ 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 8,035 shares
    Change vs previous 13F +1,477 shares

    0.06% of the 13F portfolio, value $610,660.

    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 6,558 shares
    Change vs previous 13F -304 shares

    0.05% of the 13F portfolio, value $394,660.

    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 6,862 shares
    Change vs previous 13F +2,114 shares

    0.06% of the 13F portfolio, value $446,648.

    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 4,748 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $343,138.

    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).