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Disclosery

Stone Summit Wealth LLC: LOW position timeline

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

Stone Summit Wealth LLC held 11,006 LOW 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 11,006 shares
    Change vs previous 13F -252 shares

    0.62% of the 13F portfolio, value $2,426,713.

    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 11,258 shares
    Change vs previous 13F -189 shares

    0.74% of the 13F portfolio, value $2,660,040.

    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 11,447 shares
    Change vs previous 13F -181 shares

    0.75% of the 13F portfolio, value $2,760,559.

    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 11,628 shares
    Change vs previous 13F -704 shares

    0.83% of the 13F portfolio, value $2,922,233.

    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 12,332 shares
    Change vs previous 13F -180 shares

    0.85% of the 13F portfolio, value $2,736,101.

    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 12,512 shares
    Change vs previous 13F -155 shares

    0.99% of the 13F portfolio, value $2,918,174.

    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 12,667 shares
    Change vs previous 13F -284 shares

    1.05% of the 13F portfolio, value $3,126,216.

    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 12,951 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $3,507,778.

    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).