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Disclosery

SUMMIT WEALTH GROUP LLC / CO: WDC position timeline

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

SUMMIT WEALTH GROUP LLC / CO held 1,119 WDC 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 1,119 shares
    Change vs previous 13F -267 shares

    0.06% of the 13F portfolio, value $714,505.

    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 1,386 shares
    Change vs previous 13F +1,386 shares

    0.04% of the 13F portfolio, value $374,979.

    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 -3,664 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 3,664 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $931,682.

    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).