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Summit Wealth Group, LLC: DUHP position timeline

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

Summit Wealth Group, LLC held 88,776 DUHP 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 88,776 shares
    Change vs previous 13F +2,446 shares

    0.76% of the 13F portfolio, value $3,704,632.

    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 86,330 shares
    Change vs previous 13F +3,413 shares

    0.73% of the 13F portfolio, value $3,173,490.

    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 82,917 shares
    Change vs previous 13F +4,100 shares

    0.74% of the 13F portfolio, value $3,153,323.

    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 78,817 shares
    Change vs previous 13F +2,584 shares

    0.72% of the 13F portfolio, value $2,976,900.

    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 76,233 shares
    Change vs previous 13F +1,951 shares

    0.7% of the 13F portfolio, value $2,711,000.

    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 74,282 shares
    Change vs previous 13F +6,356 shares

    0.72% of the 13F portfolio, value $2,462,000.

    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 67,926 shares
    Change vs previous 13F +5,061 shares

    0.66% of the 13F portfolio, value $2,295,000.

    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 62,865 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,142,000.

    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).