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Summit Wealth Group, LLC: SUSC position timeline

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

Summit Wealth Group, LLC held 97,913 SUSC 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 97,913 shares
    Change vs previous 13F +1,264 shares

    0.46% of the 13F portfolio, value $2,266,823.

    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 96,649 shares
    Change vs previous 13F +2,025 shares

    0.51% of the 13F portfolio, value $2,236,236.

    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 94,624 shares
    Change vs previous 13F +495 shares

    0.52% of the 13F portfolio, value $2,212,754.

    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 94,129 shares
    Change vs previous 13F +11,833 shares

    0.54% of the 13F portfolio, value $2,217,679.

    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 82,296 shares
    Change vs previous 13F -914 shares

    0.49% of the 13F portfolio, value $1,912,000.

    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 83,210 shares
    Change vs previous 13F +2,916 shares

    0.56% of the 13F portfolio, value $1,919,000.

    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 80,294 shares
    Change vs previous 13F -18,208 shares

    0.53% of the 13F portfolio, value $1,824,000.

    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 98,502 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $2,343,000.

    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).