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Disclosery

Stone Summit Wealth LLC: RSP position timeline

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

Stone Summit Wealth LLC held 31,632 RSP 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 31,632 shares
    Change vs previous 13F -470 shares

    1.71% of the 13F portfolio, value $6,730,341.

    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 32,102 shares
    Change vs previous 13F +471 shares

    1.71% of the 13F portfolio, value $6,161,016.

    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 31,631 shares
    Change vs previous 13F +310 shares

    1.64% of the 13F portfolio, value $6,059,234.

    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 31,321 shares
    Change vs previous 13F -892 shares

    1.69% of the 13F portfolio, value $5,941,594.

    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 32,213 shares
    Change vs previous 13F -400 shares

    1.81% of the 13F portfolio, value $5,854,391.

    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 32,613 shares
    Change vs previous 13F +1,275 shares

    1.91% of the 13F portfolio, value $5,649,550.

    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 31,338 shares
    Change vs previous 13F +3,663 shares

    1.84% of the 13F portfolio, value $5,491,358.

    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 27,675 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $4,958,253.

    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).