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Impact Partnership Wealth, LLC

SEC CIK
0001984555
Latest filing
Jul 29, 2026

CB holding history

Chubb Ltd in every 13F filed by Impact Partnership Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CB overviewAll 13F holders of CBFull Q2 2026 holdings

Shares (Q2 2026)
6,456
Value
$2.20M
% of portfolio
0.2%
Quarters held
6
Since Q2 2023
Holdings of CB by Impact Partnership Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,456$2.20M0.2%+1,392+27.5%AddedHolders
Q1 20265,064$1.65M0.2%+5,064NewHolders
Q4 20250$00.0%−3,638−100.0%Sold outHolders
Q3 20253,638$1.03M0.2%+1,200+49.2%AddedHolders
Q2 20252,438$706.4K0.1%+2,438NewHolders
Q1 20250$00.0%−2,255−100.0%Sold outHolders
Q4 20242,255$623.1K0.1%+2,255NewHolders
Q3 20230$00.0%−87−100.0%Sold outHolders
Q2 202387$16.8K<0.1%–No prior filingHolders