Skip to content
Disclosery

Stone Summit Wealth LLC: VTEB position timeline

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

Stone Summit Wealth LLC held 34,644 VTEB 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 34,644 shares
    Change vs previous 13F +4,127 shares

    0.44% of the 13F portfolio, value $1,752,294.

    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 30,517 shares
    Change vs previous 13F +1,085 shares

    0.42% of the 13F portfolio, value $1,522,493.

    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 29,432 shares
    Change vs previous 13F +1,867 shares

    0.4% of the 13F portfolio, value $1,480,135.

    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 27,565 shares
    Change vs previous 13F +3,162 shares

    0.39% of the 13F portfolio, value $1,380,180.

    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 24,403 shares
    Change vs previous 13F -8,737 shares

    0.37% of the 13F portfolio, value $1,196,479.

    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 33,140 shares
    Change vs previous 13F -1,510 shares

    0.56% of the 13F portfolio, value $1,644,407.

    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 34,650 shares
    Change vs previous 13F -3,100 shares

    0.58% of the 13F portfolio, value $1,737,005.

    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 37,750 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,929,780.

    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).