SUMMIT WEALTH GROUP LLC / CO: IWO position timeline

SUMMIT WEALTH GROUP LLC / CO held 19,272 IWO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 19,272 shares

   Change vs previous 13F +1,487 shares

   0.63% of the 13F portfolio, value $7,592,483.

   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).

2. period ended2026-03-31

   13F 17,785 shares

   Change vs previous 13F +11,336 shares

   0.59% of the 13F portfolio, value $5,601,025.

   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).

3. period ended2025-12-31

   13F 6,449 shares

   Change vs previous 13F +6,449 shares

   0.28% of the 13F portfolio, value $2,083,091.

   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).

4. period ended2025-09-30

   13F/A 0 shares

   Change vs previous 13F -6,417 shares

   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).

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-06-30

   13F 6,417 shares

   Change vs previous 13F not available

   0.46% of the 13F portfolio, value $1,834,364.

   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).