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Disclosery

Stone Summit Wealth LLC: IGV position timeline

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

Stone Summit Wealth LLC held 23,019 IGV 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 23,019 shares
    Change vs previous 13F -131 shares

    0.53% of the 13F portfolio, value $2,085,521.

    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 23,150 shares
    Change vs previous 13F -2,052 shares

    0.52% of the 13F portfolio, value $1,853,158.

    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 25,202 shares
    Change vs previous 13F -1,890 shares

    0.72% of the 13F portfolio, value $2,663,599.

    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 27,092 shares
    Change vs previous 13F -2,468 shares

    0.88% of the 13F portfolio, value $3,115,851.

    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 29,560 shares
    Change vs previous 13F +49 shares

    1% of the 13F portfolio, value $3,236,820.

    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 29,511 shares
    Change vs previous 13F -1,215 shares

    0.89% of the 13F portfolio, value $2,626,184.

    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 30,726 shares
    Change vs previous 13F -1,185 shares

    1.03% of the 13F portfolio, value $3,076,287.

    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 31,911 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $2,851,886.

    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).