Number of Shares
66,022
Previous 49,316 33.88%
Holding current value
$2.08 Billion
Previous $940 Million 121.21%
% of portfolio
0.31%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

BUY
N/A
16,706 Added 33.88%
66,022 $2.08 Billion
Q2 2025

Aug 04, 2025

BUY
N/A
3,047 Added 6.59%
49,316 $940 Million
Q1 2025

May 05, 2025

BUY
N/A
46,269 New
46,269 $639 Million
Track This Portfolio

Track Impact Partnership Wealth, LLC Portfolio

Follow Impact Partnership Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Impact Partnership Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Impact Partnership Wealth, LLC with notifications on news.