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Disclosery

Stone Summit Wealth LLC: SUB position timeline

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

Stone Summit Wealth LLC held 23,905 SUB 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 23,905 shares
    Change vs previous 13F -1,960 shares

    0.65% of the 13F portfolio, value $2,545,165.

    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 25,865 shares
    Change vs previous 13F +544 shares

    0.77% of the 13F portfolio, value $2,754,623.

    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 25,321 shares
    Change vs previous 13F +1,339 shares

    0.73% of the 13F portfolio, value $2,701,751.

    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 23,982 shares
    Change vs previous 13F -42 shares

    0.73% of the 13F portfolio, value $2,560,798.

    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 24,024 shares
    Change vs previous 13F +451 shares

    0.79% of the 13F portfolio, value $2,554,712.

    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 23,573 shares
    Change vs previous 13F +236 shares

    0.84% of the 13F portfolio, value $2,489,309.

    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 23,337 shares
    Change vs previous 13F +1,867 shares

    0.83% of the 13F portfolio, value $2,461,587.

    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 21,470 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $2,279,899.

    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).