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Stone Summit Wealth LLC: ISTB position timeline

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

Stone Summit Wealth LLC held 16,200 ISTB 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 16,200 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $781,650.

    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 ยง4.2).