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Stone Summit Wealth LLC: IEMG position timeline

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

Stone Summit Wealth LLC held 69,297 IEMG 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 69,297 shares
    Change vs previous 13F +308 shares

    1.46% of the 13F portfolio, value $5,740,563.

    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 68,989 shares
    Change vs previous 13F +3,835 shares

    1.34% of the 13F portfolio, value $4,811,983.

    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 65,154 shares
    Change vs previous 13F +5,294 shares

    1.19% of the 13F portfolio, value $4,379,652.

    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 59,860 shares
    Change vs previous 13F +6,400 shares

    1.12% of the 13F portfolio, value $3,945,971.

    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 53,460 shares
    Change vs previous 13F -3,704 shares

    0.99% of the 13F portfolio, value $3,209,204.

    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 57,164 shares
    Change vs previous 13F +2,735 shares

    1.05% of the 13F portfolio, value $3,085,141.

    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 54,429 shares
    Change vs previous 13F -247 shares

    0.95% of the 13F portfolio, value $2,842,282.

    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 54,676 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $3,138,949.

    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).