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Disclosery

Stone Summit Wealth LLC: GOOG position timeline

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

Stone Summit Wealth LLC held 35,941 GOOG 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 35,941 shares
    Change vs previous 13F -1,451 shares

    3.22% of the 13F portfolio, value $12,699,034.

    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 37,392 shares
    Change vs previous 13F -1,835 shares

    2.99% of the 13F portfolio, value $10,726,269.

    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 39,227 shares
    Change vs previous 13F +245 shares

    3.34% of the 13F portfolio, value $12,309,433.

    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 38,982 shares
    Change vs previous 13F -870 shares

    2.69% of the 13F portfolio, value $9,494,066.

    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 39,852 shares
    Change vs previous 13F +407 shares

    2.19% of the 13F portfolio, value $7,069,346.

    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 39,445 shares
    Change vs previous 13F -670 shares

    2.09% of the 13F portfolio, value $6,162,492.

    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 40,115 shares
    Change vs previous 13F -339 shares

    2.56% of the 13F portfolio, value $7,639,501.

    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 40,454 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $6,763,504.

    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).