Stone Summit Wealth LLC: EZU position timeline

Stone Summit Wealth LLC held 4,300 EZU 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 4,300 shares

   Change vs previous 13F -7 shares

   0.08% of the 13F portfolio, value $298,850.

   13F-HR 0001754960-26-000614 filed by Stone Summit Wealth LLC
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 4,307 shares

   Change vs previous 13F -59 shares

   0.08% of the 13F portfolio, value $269,790.

   13F-HR 0002085853-26-000460 filed by Stone Summit Wealth LLC
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 4,366 shares

   Change vs previous 13F -4 shares

   0.08% of the 13F portfolio, value $279,861.

   13F-HR 0002085853-26-000102 filed by Stone Summit Wealth LLC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 4,370 shares

   Change vs previous 13F -80 shares

   0.08% of the 13F portfolio, value $270,678.

   13F-HR 0002085853-25-000137 filed by Stone Summit Wealth LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 4,450 shares

   Change vs previous 13F 0 shares

   0.08% of the 13F portfolio, value $264,553.

   13F-HR 0001667731-25-000854 filed by Stone Summit Wealth LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 4,450 shares

   Change vs previous 13F -40 shares

   0.08% of the 13F portfolio, value $236,963.

   13F-HR 0001667731-25-000518 filed by Stone Summit Wealth LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 4,490 shares

   Change vs previous 13F -600 shares

   0.07% of the 13F portfolio, value $211,928.

   13F-HR 0001667731-25-000149 filed by Stone Summit Wealth LLC
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 5,090 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $265,851.

   13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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