Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SER TR | 2 | Q3 2023 | 25.7% |
VANGUARD INDEX FDS | 2 | Q3 2023 | 18.5% |
VANGUARD INDEX FDS | 2 | Q3 2023 | 19.2% |
ISHARES TR | 2 | Q3 2023 | 3.0% |
VANGUARD INDEX FDS | 2 | Q3 2023 | 2.8% |
INVESCO QQQ TR | 2 | Q3 2023 | 2.4% |
VANGUARD INDEX FDS | 2 | Q3 2023 | 3.2% |
APPLE INC | 2 | Q3 2023 | 2.3% |
VANGUARD INTL EQUITY INDEX F | 2 | Q3 2023 | 2.9% |
SPDR SER TR | 2 | Q3 2023 | 2.5% |
View Impact Partnership Wealth, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-13 |
13F-HR | 2024-02-14 |
13F-HR | 2023-10-17 |
13F-HR | 2023-07-17 |
View Impact Partnership Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.