Skip to content
Disclosery

Summit Wealth Group, LLC: VMBS position timeline

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

Summit Wealth Group, LLC held 29,528 VMBS 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 29,528 shares
    Change vs previous 13F -138 shares

    0.28% of the 13F portfolio, value $1,382,187.

    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 29,666 shares
    Change vs previous 13F +144 shares

    0.32% of the 13F portfolio, value $1,392,808.

    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 29,522 shares
    Change vs previous 13F -463 shares

    0.32% of the 13F portfolio, value $1,389,876.

    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 29,985 shares
    Change vs previous 13F +1,868 shares

    0.34% of the 13F portfolio, value $1,408,105.

    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 28,117 shares
    Change vs previous 13F -943 shares

    0.33% of the 13F portfolio, value $1,303,000.

    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 29,060 shares
    Change vs previous 13F +164 shares

    0.39% of the 13F portfolio, value $1,346,000.

    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 28,896 shares
    Change vs previous 13F -1,872 shares

    0.38% of the 13F portfolio, value $1,310,000.

    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 30,768 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,453,000.

    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).