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Summit Wealth Group, LLC: ICSH position timeline

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

Summit Wealth Group, LLC held 205,499 ICSH 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 205,499 shares
    Change vs previous 13F +19,970 shares

    2.12% of the 13F portfolio, value $10,394,153.

    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 185,529 shares
    Change vs previous 13F -7,658 shares

    2.16% of the 13F portfolio, value $9,391,483.

    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 193,187 shares
    Change vs previous 13F +15,804 shares

    2.28% of the 13F portfolio, value $9,771,384.

    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 177,383 shares
    Change vs previous 13F +49,804 shares

    2.18% of the 13F portfolio, value $9,002,181.

    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 127,579 shares
    Change vs previous 13F +15,447 shares

    1.66% of the 13F portfolio, value $6,470,000.

    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 112,132 shares
    Change vs previous 13F +1,011 shares

    1.66% of the 13F portfolio, value $5,685,000.

    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 111,121 shares
    Change vs previous 13F +4,550 shares

    1.62% of the 13F portfolio, value $5,604,000.

    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 106,571 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $5,407,000.

    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).