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Summit Wealth Partners, LLC: AVUS position timeline

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

Summit Wealth Partners, LLC held 36,925 AVUS 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 36,925 shares
    Change vs previous 13F -5,631 shares

    0.67% of the 13F portfolio, value $4,729,386.

    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 42,556 shares
    Change vs previous 13F -3,058 shares

    0.75% of the 13F portfolio, value $4,731,424.

    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 45,614 shares
    Change vs previous 13F -3,837 shares

    0.94% of the 13F portfolio, value $5,098,708.

    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 49,451 shares
    Change vs previous 13F -1,571 shares

    0.97% of the 13F portfolio, value $5,375,314.

    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 51,022 shares
    Change vs previous 13F -45,674 shares

    0.98% of the 13F portfolio, value $5,144,030.

    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 96,696 shares
    Change vs previous 13F +2,685 shares

    1.81% of the 13F portfolio, value $8,932,785.

    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 94,011 shares
    Change vs previous 13F +20,270 shares

    1.87% of the 13F portfolio, value $9,112,454.

    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 73,741 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $7,016,494.

    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).