Impact Partnership Wealth, LLC

SEC CIK: 0001984555
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

RJF holding history

Raymond James Financial 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.

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

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2023

Holdings of RJF by Impact Partnership Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−3,719−100.0%	Sold out	Holders
Q1 2025	3,719	$516.6K	0.1%	+3,719	New	Holders
Q3 2023	0	$0	0.0%	−1−100.0%	Sold out	Holders
Q2 2023	1	$104	<0.1%	–	No prior filing	Holders