Skip to content
Disclosery

SUMMIT WEALTH GROUP LLC / CO: SDY position timeline

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

SUMMIT WEALTH GROUP LLC / CO held 1,862 SDY 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 1,862 shares
    Change vs previous 13F +11 shares

    0.02% of the 13F portfolio, value $283,384.

    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 1,851 shares
    Change vs previous 13F +1,851 shares

    0.03% of the 13F portfolio, value $270,085.

    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 0 shares
    Change vs previous 13F -20,695 shares

    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).

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

  4. period ended2025-09-30
    13F/A 20,695 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,659,118.

    13F-HR 0002081278-25-000002 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).