In a recent 13F-HR filing, IMPACTfolio, LLC (Filer) disclosed its holdings as of the reporting period. The filing is significant as it provides transparency into the investment decisions made by IMPACTfolio, LLC, a registered investment advisory firm. By detailing the securities held, bought, and sold during the period, investors and market analysts can gain insights into the firm’s investment strategy and outlook.
IMPACTfolio, LLC is an investment advisory firm that focuses on sustainable and impact investing. With a commitment to aligning clients’ values with their investment portfolios, the firm offers personalized financial planning and investment management services. By incorporating environmental, social, and governance (ESG) criteria into their investment process, IMPACTfolio aims to generate positive social and environmental impact alongside financial returns. For more information about IMPACTfolio, LLC, visit their website here.
The 13F-HR filing submitted by IMPACTfolio, LLC is a quarterly report required by the Securities and Exchange Commission (SEC) for institutional investment managers with assets under management above a certain threshold. The filing provides a snapshot of the firm’s portfolio holdings, including information on the securities owned, their value, and any changes made during the reporting period. Investors and stakeholders can review these filings to track the investment activities of the firm and make informed decisions.
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IMPACTfolio, LLC (0001896447) 13F-HR Filing Reveals Investment Portfolio Holdings
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