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Disclosery

Summit Wealth Group, LLC: DFUV position timeline

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

Summit Wealth Group, LLC held 319,089 DFUV 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 319,089 shares
    Change vs previous 13F +7,912 shares

    3.58% of the 13F portfolio, value $17,553,058.

    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 311,177 shares
    Change vs previous 13F +10,350 shares

    3.46% of the 13F portfolio, value $15,079,625.

    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 300,827 shares
    Change vs previous 13F +7,793 shares

    3.27% of the 13F portfolio, value $14,015,529.

    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 293,034 shares
    Change vs previous 13F +12,426 shares

    3.17% of the 13F portfolio, value $13,095,675.

    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 280,608 shares
    Change vs previous 13F -5,102 shares

    3.05% of the 13F portfolio, value $11,864,000.

    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 285,710 shares
    Change vs previous 13F +21,624 shares

    3.44% of the 13F portfolio, value $11,774,000.

    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 264,086 shares
    Change vs previous 13F +8,633 shares

    3.13% of the 13F portfolio, value $10,806,000.

    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 255,453 shares
    Change vs previous 13F not available

    3.07% of the 13F portfolio, value $10,650,000.

    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).