| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 5 | Q2 2024 | 25.7% |
| VANGUARD INDEX FDS | 5 | Q2 2024 | 18.5% |
| VANGUARD INDEX FDS | 5 | Q2 2024 | 19.2% |
| INVESCO QQQ TR | 5 | Q2 2024 | 6.6% |
| ISHARES TR | 5 | Q2 2024 | 3.9% |
| SPDR INDEX SHS FDS | 5 | Q2 2024 | 3.8% |
| APPLE INC | 5 | Q2 2024 | 2.4% |
| SPDR SER TR | 5 | Q2 2024 | 3.1% |
| SPDR GOLD TR | 5 | Q2 2024 | 2.1% |
| SPDR SER TR | 5 | Q2 2024 | 2.4% |
View Impact Partnership Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-02 |
| 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.