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Disclosery

Stone Summit Wealth LLC: SCHC position timeline

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

Stone Summit Wealth LLC held 58,048 SCHC 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 58,048 shares
    Change vs previous 13F +2,666 shares

    0.71% of the 13F portfolio, value $2,793,280.

    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 55,382 shares
    Change vs previous 13F +7,469 shares

    0.72% of the 13F portfolio, value $2,588,564.

    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 47,913 shares
    Change vs previous 13F +3,909 shares

    0.59% of the 13F portfolio, value $2,181,488.

    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 44,004 shares
    Change vs previous 13F +599 shares

    0.57% of the 13F portfolio, value $2,002,631.

    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 43,405 shares
    Change vs previous 13F -268 shares

    0.57% of the 13F portfolio, value $1,848,614.

    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 43,673 shares
    Change vs previous 13F +1,224 shares

    0.53% of the 13F portfolio, value $1,566,979.

    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 42,449 shares
    Change vs previous 13F +771 shares

    0.49% of the 13F portfolio, value $1,457,267.

    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 41,678 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,605,861.

    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).