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Disclosery

Summit Wealth Group, LLC: DFAC position timeline

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

Summit Wealth Group, LLC held 371,403 DFAC 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 371,403 shares
    Change vs previous 13F -17,089 shares

    3.36% of the 13F portfolio, value $16,475,438.

    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 388,492 shares
    Change vs previous 13F -6,260 shares

    3.46% of the 13F portfolio, value $15,096,788.

    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 394,752 shares
    Change vs previous 13F -5,721 shares

    3.65% of the 13F portfolio, value $15,628,215.

    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 400,473 shares
    Change vs previous 13F -38,609 shares

    3.74% of the 13F portfolio, value $15,446,237.

    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 439,082 shares
    Change vs previous 13F -66,009 shares

    4.04% of the 13F portfolio, value $15,737,000.

    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 505,091 shares
    Change vs previous 13F -51,702 shares

    4.87% of the 13F portfolio, value $16,663,000.

    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 556,793 shares
    Change vs previous 13F +21,715 shares

    5.58% of the 13F portfolio, value $19,259,000.

    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 535,078 shares
    Change vs previous 13F not available

    5.29% of the 13F portfolio, value $18,348,000.

    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).