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
- period ended2026-06-3013F 69,297 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 68,989 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 65,154 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 59,860 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 53,460 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 57,164 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 54,429 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 54,676 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).