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Disclosery

Summit Wealth Group, LLC: DFAS position timeline

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

Summit Wealth Group, LLC held 179,901 DFAS 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 179,901 shares
    Change vs previous 13F +6,267 shares

    3.02% of the 13F portfolio, value $14,813,057.

    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 173,634 shares
    Change vs previous 13F +5,532 shares

    2.83% of the 13F portfolio, value $12,350,614.

    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 168,102 shares
    Change vs previous 13F +4,205 shares

    2.73% of the 13F portfolio, value $11,711,654.

    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 163,897 shares
    Change vs previous 13F +7,012 shares

    2.71% of the 13F portfolio, value $11,220,399.

    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 156,885 shares
    Change vs previous 13F +2,901 shares

    2.57% of the 13F portfolio, value $9,995,000.

    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 153,984 shares
    Change vs previous 13F +7,249 shares

    2.69% of the 13F portfolio, value $9,201,000.

    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 146,735 shares
    Change vs previous 13F +5,716 shares

    2.77% of the 13F portfolio, value $9,549,000.

    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 141,019 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $9,146,000.

    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).