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Disclosery

Stone Summit Wealth LLC: SCHF position timeline

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

Stone Summit Wealth LLC held 30,142 SCHF 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 30,142 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $834,933.

    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 30,142 shares
    Change vs previous 13F +26 shares

    0.21% of the 13F portfolio, value $746,015.

    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 30,116 shares
    Change vs previous 13F -1,316 shares

    0.2% of the 13F portfolio, value $723,989.

    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 31,432 shares
    Change vs previous 13F -4,225 shares

    0.21% of the 13F portfolio, value $731,737.

    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 35,657 shares
    Change vs previous 13F -341 shares

    0.24% of the 13F portfolio, value $788,020.

    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 35,998 shares
    Change vs previous 13F -249 shares

    0.24% of the 13F portfolio, value $712,040.

    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 36,247 shares
    Change vs previous 13F +18,469 shares

    0.23% of the 13F portfolio, value $670,570.

    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 17,778 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $731,031.

    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).