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SUMMIT WEALTH GROUP LLC / CO: JIRE position timeline

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

SUMMIT WEALTH GROUP LLC / CO held 3,118 JIRE 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 3,118 shares
    Change vs previous 13F +5 shares

    0.02% of the 13F portfolio, value $257,204.

    13F-HR 0002081278-26-000005 filed by SUMMIT WEALTH GROUP LLC / CO
    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 3,113 shares
    Change vs previous 13F +59 shares

    0.02% of the 13F portfolio, value $235,779.

    13F-HR 0002081278-26-000003 filed by SUMMIT WEALTH GROUP LLC / CO
    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 3,054 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $228,684.

    13F-HR 0002081278-26-000001 filed by SUMMIT WEALTH GROUP LLC / CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).