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Disclosery

Stone Summit Wealth LLC: PFF position timeline

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

Stone Summit Wealth LLC held 8,495 PFF 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 8,495 shares
    Change vs previous 13F -470 shares

    0.07% of the 13F portfolio, value $259,013.

    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 8,965 shares
    Change vs previous 13F -2,135 shares

    0.08% of the 13F portfolio, value $271,819.

    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 11,100 shares
    Change vs previous 13F -10,180 shares

    0.09% of the 13F portfolio, value $343,656.

    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 21,280 shares
    Change vs previous 13F -11,705 shares

    0.19% of the 13F portfolio, value $672,874.

    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 32,985 shares
    Change vs previous 13F -14,030 shares

    0.31% of the 13F portfolio, value $1,011,980.

    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 47,015 shares
    Change vs previous 13F +15,605 shares

    0.49% of the 13F portfolio, value $1,444,771.

    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 31,410 shares
    Change vs previous 13F -3,655 shares

    0.33% of the 13F portfolio, value $987,530.

    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 35,065 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,165,210.

    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).