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Summit Wealth Group, LLC: BND position timeline

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

Summit Wealth Group, LLC held 417,650 BND shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 417,650 shares
    Change vs previous 13F +18,607 shares

    6.25% of the 13F portfolio, value $30,659,718.

    13F-HR 0001802865-26-000004 filed by Summit Wealth Group, 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 399,043 shares
    Change vs previous 13F +19,334 shares

    6.74% of the 13F portfolio, value $29,385,550.

    13F-HR 0001802865-26-000003 filed by Summit Wealth Group, 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 379,709 shares
    Change vs previous 13F +14,792 shares

    6.57% of the 13F portfolio, value $28,125,039.

    13F-HR 0001802865-26-000001 filed by Summit Wealth Group, 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 364,917 shares
    Change vs previous 13F +15,844 shares

    6.56% of the 13F portfolio, value $27,138,846.

    13F-HR 0001802865-25-000007 filed by Summit Wealth Group, 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 349,073 shares
    Change vs previous 13F -109,926 shares

    6.6% of the 13F portfolio, value $25,702,000.

    13F-HR 0001802865-25-000005 filed by Summit Wealth Group, 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 458,999 shares
    Change vs previous 13F -23,935 shares

    9.85% of the 13F portfolio, value $33,713,000.

    13F-HR 0001802865-25-000004 filed by Summit Wealth Group, 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 482,934 shares
    Change vs previous 13F +1,027 shares

    10.06% of the 13F portfolio, value $34,728,000.

    13F-HR 0001802865-25-000001 filed by Summit Wealth Group, 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 481,907 shares
    Change vs previous 13F not available

    10.44% of the 13F portfolio, value $36,196,000.

    13F-HR 0001802865-24-000005 filed by Summit Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).