SUMMIT WEALTH GROUP LLC / CO: SEEM position timeline

SUMMIT WEALTH GROUP LLC / CO held 1,059,125 SEEM 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 1,059,125 shares

   Change vs previous 13F +96,558 shares

   3.51% of the 13F portfolio, value $42,468,152.

   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 962,567 shares

   Change vs previous 13F +170,023 shares

   3.32% of the 13F portfolio, value $31,521,374.

   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 792,544 shares

   Change vs previous 13F +792,544 shares

   3.27% of the 13F portfolio, value $24,668,170.

   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 -58,405 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 58,405 shares

   Change vs previous 13F not available

   0.4% of the 13F portfolio, value $1,606,722.

   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).