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Disclosery

Stone Summit Wealth LLC: ECL position timeline

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

Stone Summit Wealth LLC held 11,555 ECL 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 11,555 shares
    Change vs previous 13F -458 shares

    0.82% of the 13F portfolio, value $3,219,339.

    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 12,013 shares
    Change vs previous 13F -44 shares

    0.89% of the 13F portfolio, value $3,195,698.

    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 12,057 shares
    Change vs previous 13F +488 shares

    0.86% of the 13F portfolio, value $3,165,204.

    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 11,569 shares
    Change vs previous 13F -113 shares

    0.9% of the 13F portfolio, value $3,168,286.

    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 11,682 shares
    Change vs previous 13F +170 shares

    0.98% of the 13F portfolio, value $3,147,598.

    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 11,512 shares
    Change vs previous 13F +87 shares

    0.99% of the 13F portfolio, value $2,918,522.

    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 11,425 shares
    Change vs previous 13F -323 shares

    0.9% of the 13F portfolio, value $2,677,106.

    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 11,748 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $2,999,617.

    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).