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Disclosery

Summit Wealth Group, LLC: IBDS position timeline

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

Summit Wealth Group, LLC held 30,918 IBDS 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 30,918 shares
    Change vs previous 13F +3,139 shares

    0.15% of the 13F portfolio, value $748,832.

    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 27,779 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $673,363.

    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 27,779 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $674,474.

    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).