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Disclosery

Stone Summit Wealth LLC: VWO position timeline

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

Stone Summit Wealth LLC held 51,880 VWO 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 51,880 shares
    Change vs previous 13F -884 shares

    0.79% of the 13F portfolio, value $3,096,705.

    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 52,764 shares
    Change vs previous 13F -44 shares

    0.79% of the 13F portfolio, value $2,851,883.

    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 52,808 shares
    Change vs previous 13F -2,326 shares

    0.77% of the 13F portfolio, value $2,838,947.

    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 55,134 shares
    Change vs previous 13F -2,953 shares

    0.85% of the 13F portfolio, value $2,987,139.

    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 58,087 shares
    Change vs previous 13F -1,225 shares

    0.89% of the 13F portfolio, value $2,873,004.

    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 59,312 shares
    Change vs previous 13F -530 shares

    0.91% of the 13F portfolio, value $2,684,475.

    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 59,842 shares
    Change vs previous 13F -928 shares

    0.88% of the 13F portfolio, value $2,635,451.

    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 60,770 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $2,907,835.

    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).