Imprint Wealth LLC
All 13F Filings
- Location
- Mount Pleasant, SC
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 21,397
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 307 | 21,397 | 13F-HR | Imprint Wealth LLC |
| Q3 2025 | 11/14/2025 | 354 | 31,236 | 13F-HR | Imprint Wealth LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 9.786 K | 45.7% | 0 | 7.156 K | -7.156 K |
| ETFs | 11.62 K | 54.3% | 0 | 2.663 K | -2.663 K |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
21,397
Holdings
307
QoQ value change ($000)
-9,839
(-31.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.