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Summit Wealth Group, LLC: DFSV position timeline

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

Summit Wealth Group, LLC held 122,611 DFSV 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 122,611 shares
    Change vs previous 13F -705 shares

    0.97% of the 13F portfolio, value $4,756,088.

    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 123,316 shares
    Change vs previous 13F +3,742 shares

    0.99% of the 13F portfolio, value $4,320,981.

    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 119,574 shares
    Change vs previous 13F -3,338 shares

    0.92% of the 13F portfolio, value $3,932,794.

    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 122,912 shares
    Change vs previous 13F +5,459 shares

    0.95% of the 13F portfolio, value $3,913,518.

    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 117,453 shares
    Change vs previous 13F +99,523 shares

    0.89% of the 13F portfolio, value $3,457,000.

    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 17,930 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $505,000.

    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).