Skip to content
Disclosery

Stone Summit Wealth LLC: SPSM position timeline

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

Stone Summit Wealth LLC held 41,971 SPSM 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 41,971 shares
    Change vs previous 13F -1,172 shares

    0.61% of the 13F portfolio, value $2,420,468.

    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 43,143 shares
    Change vs previous 13F -7,771 shares

    0.58% of the 13F portfolio, value $2,084,670.

    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 50,914 shares
    Change vs previous 13F -943 shares

    0.65% of the 13F portfolio, value $2,385,830.

    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 51,857 shares
    Change vs previous 13F -2,898 shares

    0.68% of the 13F portfolio, value $2,402,032.

    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 54,755 shares
    Change vs previous 13F +3,623 shares

    0.72% of the 13F portfolio, value $2,332,565.

    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 51,132 shares
    Change vs previous 13F +202 shares

    0.71% of the 13F portfolio, value $2,084,129.

    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 50,930 shares
    Change vs previous 13F -273 shares

    0.77% of the 13F portfolio, value $2,287,796.

    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 51,203 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $2,330,249.

    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).