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Disclosery

Summit Wealth Group, LLC: DFNM position timeline

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

Summit Wealth Group, LLC held 61,832 DFNM 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 61,832 shares
    Change vs previous 13F -2,960 shares

    0.61% of the 13F portfolio, value $2,988,650.

    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 64,792 shares
    Change vs previous 13F -27 shares

    0.71% of the 13F portfolio, value $3,105,481.

    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 64,819 shares
    Change vs previous 13F -253 shares

    0.73% of the 13F portfolio, value $3,122,331.

    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 65,072 shares
    Change vs previous 13F -99 shares

    0.76% of the 13F portfolio, value $3,122,155.

    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 65,171 shares
    Change vs previous 13F +60,110 shares

    0.79% of the 13F portfolio, value $3,091,000.

    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 5,061 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $241,000.

    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).