SUMMIT WEALTH GROUP LLC / CO: HYD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SUMMIT WEALTH GROUP LLC / CO on HYD, newest first. How the timeline and the estimate are built.

SUMMIT WEALTH GROUP LLC / CO held 10,263 HYD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 10,263 shares
Change vs previous 13F +40 shares
0.04% of the 13F portfolio, value $528,629.
13F-HR 0002081278-26-000005 filed by SUMMIT WEALTH GROUP LLC / CO
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 10,223 shares
Change vs previous 13F +3,847 shares
0.05% of the 13F portfolio, value $512,595.
13F-HR 0002081278-26-000003 filed by SUMMIT WEALTH GROUP LLC / CO
Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 6,376 shares
Change vs previous 13F -121,955 shares
0.04% of the 13F portfolio, value $325,941.
13F-HR 0002081278-26-000001 filed by SUMMIT WEALTH GROUP LLC / CO
Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F/A 128,331 shares
Change vs previous 13F +122,235 shares
0.67% of the 13F portfolio, value $6,297,202.
13F-HR 0002081278-25-000002 filed by SUMMIT WEALTH GROUP LLC / CO
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 6,096 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $306,080.
13F-HR 0002081278-25-000001 filed by SUMMIT WEALTH GROUP LLC / CO
Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).