Impact Partnership Wealth, LLC
- SEC CIK
- 0001984555
- Latest filing
- Jul 29, 2026
EG holding history
Everest Group, 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.
EG overviewAll 13F holders of EGFull Q2 2026 holdings
- Shares (Q2 2026)
- 3,381
- Value
- $1.21M
- % of portfolio
- 0.1%
- Quarters held
- 7
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,381 | $1.21M | 0.1% | +529+18.5% | Added | Holders |
| Q1 2026 | 2,852 | $932.1K | 0.1% | −377−11.7% | Reduced | Holders |
| Q4 2025 | 3,229 | $1.10M | 0.1% | +3,229 | New | Holders |
| Q3 2025 | 0 | $0 | 0.0% | −1,159−100.0% | Sold out | Holders |
| Q2 2025 | 1,159 | $393.8K | 0.1% | +196+20.4% | Added | Holders |
| Q1 2025 | 963 | $350.0K | 0.1% | +963 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −833−100.0% | Sold out | Holders |
| Q3 2024 | 833 | $326.5K | 0.1% | +833 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −4−100.0% | Sold out | Holders |
| Q2 2023 | 4 | $1.37K | <0.1% | – | No prior filing | Holders |