Skip to content
Disclosery

Stone Summit Wealth LLC: SPYV position timeline

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

Stone Summit Wealth LLC held 152,106 SPYV 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 152,106 shares
    Change vs previous 13F +3,209 shares

    2.35% of the 13F portfolio, value $9,246,532.

    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 148,897 shares
    Change vs previous 13F +8,384 shares

    2.34% of the 13F portfolio, value $8,424,600.

    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 140,513 shares
    Change vs previous 13F +3,697 shares

    2.17% of the 13F portfolio, value $7,982,551.

    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 136,816 shares
    Change vs previous 13F -37,543 shares

    2.15% of the 13F portfolio, value $7,570,032.

    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 174,359 shares
    Change vs previous 13F -17,838 shares

    2.83% of the 13F portfolio, value $9,125,931.

    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 192,197 shares
    Change vs previous 13F -3,314 shares

    3.32% of the 13F portfolio, value $9,815,512.

    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 195,511 shares
    Change vs previous 13F -9,788 shares

    3.36% of the 13F portfolio, value $9,998,425.

    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 205,299 shares
    Change vs previous 13F not available

    3.5% of the 13F portfolio, value $10,852,112.

    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).