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Disclosery

Summit Wealth Group, LLC: DFAR position timeline

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

Summit Wealth Group, LLC held 113,079 DFAR 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 113,079 shares
    Change vs previous 13F +2,976 shares

    0.6% of the 13F portfolio, value $2,958,154.

    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 110,103 shares
    Change vs previous 13F +4,686 shares

    0.6% of the 13F portfolio, value $2,603,938.

    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 105,417 shares
    Change vs previous 13F +2,052 shares

    0.56% of the 13F portfolio, value $2,414,183.

    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 103,365 shares
    Change vs previous 13F +1,661 shares

    0.6% of the 13F portfolio, value $2,465,249.

    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 101,704 shares
    Change vs previous 13F +5,729 shares

    0.61% of the 13F portfolio, value $2,386,000.

    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 95,975 shares
    Change vs previous 13F +804 shares

    0.67% of the 13F portfolio, value $2,281,000.

    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 95,171 shares
    Change vs previous 13F +3,755 shares

    0.64% of the 13F portfolio, value $2,215,000.

    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 91,416 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $2,344,000.

    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).