Skip to content
Disclosery

Summit Wealth Group, LLC: DFIV position timeline

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

Summit Wealth Group, LLC held 4,329 DFIV 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 4,329 shares
    Change vs previous 13F -142 shares

    0.05% of the 13F portfolio, value $233,874.

    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 4,471 shares
    Change vs previous 13F +219 shares

    0.05% of the 13F portfolio, value $235,966.

    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 4,252 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $212,160.

    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).