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Summit Wealth Group, LLC: DFAX position timeline

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

Summit Wealth Group, LLC held 120,182 DFAX 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 120,182 shares
    Change vs previous 13F -10,466 shares

    0.9% of the 13F portfolio, value $4,427,496.

    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 130,648 shares
    Change vs previous 13F -4,963 shares

    1.02% of the 13F portfolio, value $4,438,127.

    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 135,611 shares
    Change vs previous 13F -1,988 shares

    1.04% of the 13F portfolio, value $4,438,546.

    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 137,599 shares
    Change vs previous 13F -2,944 shares

    1.04% of the 13F portfolio, value $4,317,866.

    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 140,543 shares
    Change vs previous 13F -2,073 shares

    1.06% of the 13F portfolio, value $4,128,000.

    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 142,616 shares
    Change vs previous 13F -1,242 shares

    1.09% of the 13F portfolio, value $3,737,000.

    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 143,858 shares
    Change vs previous 13F -2,283 shares

    1.04% of the 13F portfolio, value $3,576,000.

    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 146,141 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $3,947,000.

    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).