Stone Summit Wealth LLC: STIP position timeline

Stone Summit Wealth LLC held 48,521 STIP 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 48,521 shares

   Change vs previous 13F +1,547 shares

   1.26% of the 13F portfolio, value $4,956,905.

   13F-HR 0001754960-26-000614 filed by Stone Summit Wealth LLC
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 46,974 shares

   Change vs previous 13F +1,105 shares

   1.35% of the 13F portfolio, value $4,858,521.

   13F-HR 0002085853-26-000460 filed by Stone Summit Wealth LLC
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 45,869 shares

   Change vs previous 13F +2,214 shares

   1.27% of the 13F portfolio, value $4,696,527.

   13F-HR 0002085853-26-000102 filed by Stone Summit Wealth LLC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 43,655 shares

   Change vs previous 13F +3,438 shares

   1.28% of the 13F portfolio, value $4,512,181.

   13F-HR 0002085853-25-000137 filed by Stone Summit Wealth LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 40,217 shares

   Change vs previous 13F +7,586 shares

   1.28% of the 13F portfolio, value $4,138,731.

   13F-HR 0001667731-25-000854 filed by Stone Summit Wealth LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 32,631 shares

   Change vs previous 13F +5,711 shares

   1.14% of the 13F portfolio, value $3,376,330.

   13F-HR 0001667731-25-000518 filed by Stone Summit Wealth LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 26,920 shares

   Change vs previous 13F +3,065 shares

   0.91% of the 13F portfolio, value $2,708,152.

   13F-HR 0001667731-25-000149 filed by Stone Summit Wealth LLC
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 23,855 shares

   Change vs previous 13F not available

   0.78% of the 13F portfolio, value $2,416,989.

   13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).