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Disclosery

Stone Summit Wealth LLC: BSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stone Summit Wealth LLC on BSV, newest first. How the timeline and the estimate are built.

Stone Summit Wealth LLC held 163,804 BSV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,804 shares
    Change vs previous 13F -2,639 shares

    3.24% of the 13F portfolio, value $12,761,970.

    13F-HR 0001754960-26-000614 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 166,443 shares
    Change vs previous 13F +13,932 shares

    3.63% of the 13F portfolio, value $13,050,796.

    13F-HR 0002085853-26-000460 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 152,511 shares
    Change vs previous 13F +22,891 shares

    3.26% of the 13F portfolio, value $12,019,392.

    13F-HR 0002085853-26-000102 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 129,620 shares
    Change vs previous 13F +43,865 shares

    2.9% of the 13F portfolio, value $10,228,314.

    13F-HR 0002085853-25-000137 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 85,755 shares
    Change vs previous 13F +3,064 shares

    2.09% of the 13F portfolio, value $6,748,918.

    13F-HR 0001667731-25-000854 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 82,691 shares
    Change vs previous 13F -726 shares

    2.19% of the 13F portfolio, value $6,473,051.

    13F-HR 0001667731-25-000518 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 83,417 shares
    Change vs previous 13F +6,686 shares

    2.16% of the 13F portfolio, value $6,445,632.

    13F-HR 0001667731-25-000149 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 76,731 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $6,037,962.

    13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).