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Summit Wealth Group, LLC: BNDX position timeline

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

Summit Wealth Group, LLC held 360,811 BNDX 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 360,811 shares
    Change vs previous 13F +13,238 shares

    3.56% of the 13F portfolio, value $17,474,091.

    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 347,573 shares
    Change vs previous 13F +19,114 shares

    3.83% of the 13F portfolio, value $16,700,865.

    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 328,459 shares
    Change vs previous 13F +14,700 shares

    3.71% of the 13F portfolio, value $15,871,142.

    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 313,759 shares
    Change vs previous 13F +16,519 shares

    3.75% of the 13F portfolio, value $15,518,510.

    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 297,240 shares
    Change vs previous 13F +4,306 shares

    3.78% of the 13F portfolio, value $14,716,000.

    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 292,934 shares
    Change vs previous 13F -11,904 shares

    4.18% of the 13F portfolio, value $14,301,000.

    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 304,838 shares
    Change vs previous 13F -5,538 shares

    4.33% of the 13F portfolio, value $14,952,000.

    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 310,376 shares
    Change vs previous 13F not available

    4.5% of the 13F portfolio, value $15,606,000.

    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).