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Summit Wealth Group, LLC: VTEB position timeline

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

Summit Wealth Group, LLC held 189,684 VTEB 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 189,684 shares
    Change vs previous 13F +20,663 shares

    1.96% of the 13F portfolio, value $9,594,217.

    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 169,021 shares
    Change vs previous 13F +11,307 shares

    1.93% of the 13F portfolio, value $8,432,458.

    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 157,714 shares
    Change vs previous 13F +7,838 shares

    1.85% of the 13F portfolio, value $7,931,437.

    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 149,876 shares
    Change vs previous 13F +24,009 shares

    1.81% of the 13F portfolio, value $7,504,291.

    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 125,867 shares
    Change vs previous 13F -96,313 shares

    1.58% of the 13F portfolio, value $6,171,000.

    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 222,180 shares
    Change vs previous 13F +68,096 shares

    3.22% of the 13F portfolio, value $11,025,000.

    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 154,084 shares
    Change vs previous 13F +73,254 shares

    2.24% of the 13F portfolio, value $7,724,000.

    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 80,830 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $4,132,000.

    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).