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Summit Wealth Group, LLC: MBB position timeline

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

Summit Wealth Group, LLC held 10,509 MBB 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 10,509 shares
    Change vs previous 13F -76 shares

    0.2% of the 13F portfolio, value $993,311.

    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 10,585 shares
    Change vs previous 13F -307 shares

    0.23% of the 13F portfolio, value $1,005,046.

    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 10,892 shares
    Change vs previous 13F +307 shares

    0.24% of the 13F portfolio, value $1,037,137.

    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 10,585 shares
    Change vs previous 13F -7 shares

    0.24% of the 13F portfolio, value $1,007,163.

    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 10,592 shares
    Change vs previous 13F -96 shares

    0.26% of the 13F portfolio, value $994,000.

    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 10,688 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $1,002,000.

    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 10,688 shares
    Change vs previous 13F +2,500 shares

    0.28% of the 13F portfolio, value $980,000.

    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 8,188 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $784,000.

    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).