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Disclosery

Summit Wealth Group, LLC: VWO position timeline

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

Summit Wealth Group, LLC held 118,862 VWO 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 118,862 shares
    Change vs previous 13F +2,715 shares

    1.45% of the 13F portfolio, value $7,094,864.

    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 116,147 shares
    Change vs previous 13F +1,822 shares

    1.44% of the 13F portfolio, value $6,277,728.

    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 114,325 shares
    Change vs previous 13F +577 shares

    1.44% of the 13F portfolio, value $6,146,094.

    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 113,748 shares
    Change vs previous 13F +745 shares

    1.49% of the 13F portfolio, value $6,162,889.

    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 113,003 shares
    Change vs previous 13F +4,351 shares

    1.44% of the 13F portfolio, value $5,589,000.

    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 108,652 shares
    Change vs previous 13F +105 shares

    1.44% of the 13F portfolio, value $4,918,000.

    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 108,547 shares
    Change vs previous 13F +4,696 shares

    1.38% of the 13F portfolio, value $4,780,000.

    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 103,851 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $4,969,000.

    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).