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Summit Wealth Group, LLC: VXUS position timeline

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

Summit Wealth Group, LLC held 74,124 VXUS 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 74,124 shares
    Change vs previous 13F -3,832 shares

    1.29% of the 13F portfolio, value $6,336,823.

    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 77,956 shares
    Change vs previous 13F -697 shares

    1.38% of the 13F portfolio, value $6,011,184.

    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 78,653 shares
    Change vs previous 13F -587 shares

    1.39% of the 13F portfolio, value $5,933,591.

    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 79,240 shares
    Change vs previous 13F -3,020 shares

    1.41% of the 13F portfolio, value $5,820,963.

    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 82,260 shares
    Change vs previous 13F -5,763 shares

    1.46% of the 13F portfolio, value $5,683,000.

    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 88,023 shares
    Change vs previous 13F +2,650 shares

    1.6% of the 13F portfolio, value $5,466,000.

    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 85,373 shares
    Change vs previous 13F -1,558 shares

    1.46% of the 13F portfolio, value $5,031,000.

    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 86,931 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $5,628,000.

    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).