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Disclosery

Stone Summit Wealth LLC: VUG position timeline

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

Stone Summit Wealth LLC held 85,760 VUG 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 85,760 shares
    Change vs previous 13F +71,109 shares

    1.87% of the 13F portfolio, value $7,387,366.

    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 14,651 shares
    Change vs previous 13F -1,089 shares

    1.78% of the 13F portfolio, value $6,399,410.

    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 15,740 shares
    Change vs previous 13F +358 shares

    2.08% of the 13F portfolio, value $7,678,916.

    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 15,382 shares
    Change vs previous 13F +7,144 shares

    2.09% of the 13F portfolio, value $7,377,361.

    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 8,238 shares
    Change vs previous 13F +1,795 shares

    1.12% of the 13F portfolio, value $3,611,539.

    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 6,443 shares
    Change vs previous 13F +398 shares

    0.81% of the 13F portfolio, value $2,389,193.

    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 6,045 shares
    Change vs previous 13F +105 shares

    0.83% of the 13F portfolio, value $2,481,110.

    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 5,940 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $2,280,544.

    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).