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Summit Wealth Group, LLC: VXF position timeline

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

Summit Wealth Group, LLC held 80,902 VXF 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 80,902 shares
    Change vs previous 13F +1,093 shares

    4.06% of the 13F portfolio, value $19,918,801.

    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 79,809 shares
    Change vs previous 13F +1,314 shares

    3.77% of the 13F portfolio, value $16,424,668.

    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 78,495 shares
    Change vs previous 13F +29 shares

    3.83% of the 13F portfolio, value $16,414,831.

    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 78,466 shares
    Change vs previous 13F +806 shares

    3.97% of the 13F portfolio, value $16,426,157.

    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 77,660 shares
    Change vs previous 13F +8,830 shares

    3.84% of the 13F portfolio, value $14,966,000.

    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 68,830 shares
    Change vs previous 13F +2,655 shares

    3.47% of the 13F portfolio, value $11,857,000.

    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 66,175 shares
    Change vs previous 13F +968 shares

    3.64% of the 13F portfolio, value $12,572,000.

    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 65,207 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $11,867,000.

    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).