Impact Partnership Wealth, LLC

SEC CIK: 0001984555
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

PRI holding history

Primerica, Inc. 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.

PRI overview All 13F holders of PRI Full Q2 2026 holdings

Shares (Q2 2026): 1,796
Value: $510.4K
% of portfolio: <0.1%
Quarters held: 2; Since Q3 2024

Holdings of PRI by Impact Partnership Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,796	$510.4K	<0.1%	+1,796	New	Holders
Q4 2024	0	$0	0.0%	−797−100.0%	Sold out	Holders
Q3 2024	797	$211.4K	<0.1%	+797	New	Holders