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Summit Wealth Group, LLC: SCHP position timeline

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

Summit Wealth Group, LLC held 168,327 SCHP 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 168,327 shares
    Change vs previous 13F +3,101 shares

    0.91% of the 13F portfolio, value $4,460,656.

    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 165,226 shares
    Change vs previous 13F +4,329 shares

    1.01% of the 13F portfolio, value $4,396,669.

    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 160,897 shares
    Change vs previous 13F +2,619 shares

    1% of the 13F portfolio, value $4,262,167.

    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 158,278 shares
    Change vs previous 13F +1,983 shares

    1.03% of the 13F portfolio, value $4,265,580.

    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 156,295 shares
    Change vs previous 13F -98,764 shares

    1.07% of the 13F portfolio, value $4,170,000.

    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 255,059 shares
    Change vs previous 13F -20,075 shares

    2.01% of the 13F portfolio, value $6,859,000.

    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 275,134 shares
    Change vs previous 13F +143,663 shares

    2.06% of the 13F portfolio, value $7,107,000.

    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 131,471 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $7,051,000.

    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).