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Disclosery

Stone Summit Wealth LLC: DFIV position timeline

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

Stone Summit Wealth LLC held 200,201 DFIV 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 200,201 shares
    Change vs previous 13F +1,559 shares

    2.74% of the 13F portfolio, value $10,814,858.

    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 198,642 shares
    Change vs previous 13F +6,503 shares

    2.92% of the 13F portfolio, value $10,484,325.

    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 192,139 shares
    Change vs previous 13F +8,680 shares

    2.6% of the 13F portfolio, value $9,587,736.

    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 183,459 shares
    Change vs previous 13F +14,668 shares

    2.4% of the 13F portfolio, value $8,461,129.

    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 168,791 shares
    Change vs previous 13F +7,829 shares

    2.24% of the 13F portfolio, value $7,229,319.

    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 160,962 shares
    Change vs previous 13F +17,713 shares

    2.15% of the 13F portfolio, value $6,335,464.

    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 143,249 shares
    Change vs previous 13F +2,703 shares

    1.71% of the 13F portfolio, value $5,082,475.

    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 140,546 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $5,351,992.

    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).