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Disclosery

Summit Wealth Group, LLC: ESGU position timeline

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

Summit Wealth Group, LLC held 39,245 ESGU 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 39,245 shares
    Change vs previous 13F -1,024 shares

    1.31% of the 13F portfolio, value $6,423,229.

    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 40,269 shares
    Change vs previous 13F -1,197 shares

    1.31% of the 13F portfolio, value $5,694,842.

    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 41,466 shares
    Change vs previous 13F -679 shares

    1.44% of the 13F portfolio, value $6,177,604.

    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 42,145 shares
    Change vs previous 13F -2,260 shares

    1.48% of the 13F portfolio, value $6,136,312.

    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 44,405 shares
    Change vs previous 13F -1,059 shares

    1.54% of the 13F portfolio, value $6,008,000.

    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 45,464 shares
    Change vs previous 13F +904 shares

    1.62% of the 13F portfolio, value $5,543,000.

    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 44,560 shares
    Change vs previous 13F -197 shares

    1.66% of the 13F portfolio, value $5,740,000.

    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 44,757 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $5,647,000.

    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).