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Disclosery

Summit Wealth Group, LLC: VLUE position timeline

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

Summit Wealth Group, LLC held 6,271 VLUE 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 6,271 shares
    Change vs previous 13F -547 shares

    0.26% of the 13F portfolio, value $1,252,983.

    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 6,818 shares
    Change vs previous 13F -1,020 shares

    0.22% of the 13F portfolio, value $969,457.

    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 7,838 shares
    Change vs previous 13F -98 shares

    0.25% of the 13F portfolio, value $1,071,686.

    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 7,936 shares
    Change vs previous 13F -7,317 shares

    0.24% of the 13F portfolio, value $992,338.

    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 15,253 shares
    Change vs previous 13F -26,950 shares

    0.44% of the 13F portfolio, value $1,727,000.

    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 42,203 shares
    Change vs previous 13F -5,067 shares

    1.32% of the 13F portfolio, value $4,501,000.

    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 47,270 shares
    Change vs previous 13F +1,790 shares

    1.45% of the 13F portfolio, value $4,992,000.

    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 45,480 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $4,959,000.

    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).