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Disclosery

Summit Wealth Partners, LLC: AOA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Wealth Partners, LLC on AOA, newest first. How the timeline and the estimate are built.

Summit Wealth Partners, LLC held 17,925 AOA 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 17,925 shares
    Change vs previous 13F +1,132 shares

    0.25% of the 13F portfolio, value $1,749,523.

    13F-HR 0002033312-26-000003 filed by Summit Wealth Partners, LLC
    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 16,793 shares
    Change vs previous 13F +542 shares

    0.24% of the 13F portfolio, value $1,486,049.

    13F-HR 0002033312-26-000002 filed by Summit Wealth Partners, LLC
    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 16,251 shares
    Change vs previous 13F +270 shares

    0.27% of the 13F portfolio, value $1,455,423.

    13F-HR 0002033312-26-000001 filed by Summit Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 15,981 shares
    Change vs previous 13F -448 shares

    0.25% of the 13F portfolio, value $1,408,593.

    13F-HR 0002033312-25-000002 filed by Summit Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 16,429 shares
    Change vs previous 13F +727 shares

    0.26% of the 13F portfolio, value $1,370,208.

    13F-HR 0001085146-25-004784 filed by Summit Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 15,702 shares
    Change vs previous 13F +322 shares

    0.24% of the 13F portfolio, value $1,201,208.

    13F-HR 0001085146-25-002632 filed by Summit Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 15,380 shares
    Change vs previous 13F -144 shares

    0.24% of the 13F portfolio, value $1,178,299.

    13F-HR 0001085146-25-000501 filed by Summit Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 15,524 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,224,990.

    13F-HR 0001085146-24-005194 filed by Summit Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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