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IMPACTfolio, LLC: SMB position timeline

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

IMPACTfolio, LLC held 174,525 SMB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 174,525 shares
    Change vs previous 13F +1,601 shares

    1.14% of the 13F portfolio, value $3,028,009.

    13F-HR 0001896447-26-000004 filed by IMPACTfolio, 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 172,924 shares
    Change vs previous 13F +9,134 shares

    1.27% of the 13F portfolio, value $2,991,590.

    13F-HR 0001896447-26-000003 filed by IMPACTfolio, 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 163,790 shares
    Change vs previous 13F +3,937 shares

    1.2% of the 13F portfolio, value $2,851,577.

    13F-HR 0001896447-26-000001 filed by IMPACTfolio, 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 159,853 shares
    Change vs previous 13F +3,181 shares

    1.2% of the 13F portfolio, value $2,784,647.

    13F-HR 0001896447-25-000007 filed by IMPACTfolio, 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 156,672 shares
    Change vs previous 13F +5,075 shares

    1.28% of the 13F portfolio, value $2,704,151.

    13F-HR 0001896447-25-000006 filed by IMPACTfolio, 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 151,597 shares
    Change vs previous 13F +13,357 shares

    1.37% of the 13F portfolio, value $2,597,620.

    13F-HR 0001896447-25-000005 filed by IMPACTfolio, 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 138,240 shares
    Change vs previous 13F +6,216 shares

    1.23% of the 13F portfolio, value $2,362,524.

    13F-HR 0001896447-25-000001 filed by IMPACTfolio, 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 132,024 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $2,282,697.

    13F-HR 0001896447-24-000008 filed by IMPACTfolio, LLC
    Filed (acceptance time not in the bulk data set), ingested

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