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Disclosery

Summit Wealth Group, LLC: VEA position timeline

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

Summit Wealth Group, LLC held 303,158 VEA 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 303,158 shares
    Change vs previous 13F +1,911 shares

    4.41% of the 13F portfolio, value $21,599,995.

    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 301,247 shares
    Change vs previous 13F +925 shares

    4.43% of the 13F portfolio, value $19,303,906.

    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 300,322 shares
    Change vs previous 13F +178 shares

    4.38% of the 13F portfolio, value $18,761,135.

    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 300,144 shares
    Change vs previous 13F -6,734 shares

    4.35% of the 13F portfolio, value $17,984,618.

    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 306,878 shares
    Change vs previous 13F +1,852 shares

    4.49% of the 13F portfolio, value $17,495,000.

    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 305,026 shares
    Change vs previous 13F -436 shares

    4.53% of the 13F portfolio, value $15,504,000.

    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 305,462 shares
    Change vs previous 13F +13,907 shares

    4.23% of the 13F portfolio, value $14,607,000.

    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 291,555 shares
    Change vs previous 13F not available

    4.44% of the 13F portfolio, value $15,397,000.

    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).