Summit Wealth Partners, LLC: AMD position timeline

Summit Wealth Partners, LLC held 1,792 AMD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,792 shares

   Change vs previous 13F +4 shares

   0.15% of the 13F portfolio, value $1,040,991.

   13F-HR 0002033312-26-000003 filed by Summit Wealth Partners, LLC
   Filed 2026-08-03 (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 1,788 shares

   Change vs previous 13F +641 shares

   0.06% of the 13F portfolio, value $363,733.

   13F-HR 0002033312-26-000002 filed by Summit Wealth Partners, LLC
   Filed 2026-04-17 (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 1,147 shares

   Change vs previous 13F +1,147 shares

   0.05% of the 13F portfolio, value $245,642.

   13F-HR 0002033312-26-000001 filed by Summit Wealth Partners, LLC
   Filed 2026-01-27 (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 ended2024-12-31

   13F 0 shares

   Change vs previous 13F -1,590 shares

   13F-HR 0001085146-25-000501 filed by Summit Wealth Partners, LLC
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 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 ended2024-09-30

   13F 1,590 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $260,887.

   13F-HR 0001085146-24-005194 filed by Summit Wealth Partners, LLC
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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