Skip to content
Disclosery

Stone Summit Wealth LLC: VEA position timeline

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

Stone Summit Wealth LLC held 227,588 VEA 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 227,588 shares
    Change vs previous 13F +6,717 shares

    4.12% of the 13F portfolio, value $16,215,662.

    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 220,871 shares
    Change vs previous 13F +39,683 shares

    3.94% of the 13F portfolio, value $14,153,429.

    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 181,188 shares
    Change vs previous 13F +13,429 shares

    3.07% of the 13F portfolio, value $11,318,830.

    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 167,759 shares
    Change vs previous 13F +49,641 shares

    2.85% of the 13F portfolio, value $10,052,134.

    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 118,118 shares
    Change vs previous 13F +12,921 shares

    2.09% of the 13F portfolio, value $6,733,921.

    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 105,197 shares
    Change vs previous 13F +11,248 shares

    1.81% of the 13F portfolio, value $5,347,176.

    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 93,949 shares
    Change vs previous 13F -465 shares

    1.51% of the 13F portfolio, value $4,492,653.

    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 94,414 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $4,986,016.

    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).