Skip to content
Disclosery

Summit Wealth Group, LLC: SUSB position timeline

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

Summit Wealth Group, LLC held 37,195 SUSB 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 37,195 shares
    Change vs previous 13F +114 shares

    0.19% of the 13F portfolio, value $929,504.

    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 37,081 shares
    Change vs previous 13F -1,122 shares

    0.21% of the 13F portfolio, value $929,435.

    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 38,203 shares
    Change vs previous 13F -180 shares

    0.23% of the 13F portfolio, value $964,244.

    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 38,383 shares
    Change vs previous 13F -2,943 shares

    0.23% of the 13F portfolio, value $971,474.

    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 41,326 shares
    Change vs previous 13F -1,623 shares

    0.27% of the 13F portfolio, value $1,040,000.

    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 42,949 shares
    Change vs previous 13F +1,070 shares

    0.31% of the 13F portfolio, value $1,073,000.

    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 41,879 shares
    Change vs previous 13F -19,049 shares

    0.3% of the 13F portfolio, value $1,034,000.

    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 60,928 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,533,000.

    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).