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Disclosery

Stone Summit Wealth LLC: SLYV position timeline

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

Stone Summit Wealth LLC held 0 SLYV shares at 2024-12-31 per its 13F-HR filed 2025-01-28.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -2,507 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-09-30
    13F 2,507 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $217,624.

    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).