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Summit Wealth Partners, LLC: BINC position timeline

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

Summit Wealth Partners, LLC held 372,797 BINC 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 372,797 shares
    Change vs previous 13F +28,804 shares

    2.78% of the 13F portfolio, value $19,512,199.

    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 343,993 shares
    Change vs previous 13F +30,009 shares

    2.83% of the 13F portfolio, value $17,863,572.

    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 313,984 shares
    Change vs previous 13F +76,396 shares

    3.06% of the 13F portfolio, value $16,568,927.

    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 237,588 shares
    Change vs previous 13F +49,460 shares

    2.28% of the 13F portfolio, value $12,649,176.

    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 188,128 shares
    Change vs previous 13F +114,508 shares

    1.9% of the 13F portfolio, value $9,940,706.

    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 73,620 shares
    Change vs previous 13F +61,646 shares

    0.78% of the 13F portfolio, value $3,856,216.

    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 11,974 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $622,887.

    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).