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Disclosery

Stone Summit Wealth LLC: DFUV position timeline

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

Stone Summit Wealth LLC held 44,265 DFUV 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 44,265 shares
    Change vs previous 13F -55 shares

    0.62% of the 13F portfolio, value $2,435,018.

    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 44,320 shares
    Change vs previous 13F -220 shares

    0.6% of the 13F portfolio, value $2,147,747.

    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 44,540 shares
    Change vs previous 13F -734 shares

    0.56% of the 13F portfolio, value $2,075,119.

    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 45,274 shares
    Change vs previous 13F -1,418 shares

    0.57% of the 13F portfolio, value $2,023,295.

    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 46,692 shares
    Change vs previous 13F -3,268 shares

    0.61% of the 13F portfolio, value $1,974,138.

    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 49,960 shares
    Change vs previous 13F -265 shares

    0.7% of the 13F portfolio, value $2,058,852.

    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 50,225 shares
    Change vs previous 13F -1,107 shares

    0.69% of the 13F portfolio, value $2,055,207.

    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 51,332 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $2,140,031.

    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).