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Disclosery

Summit Wealth Partners, LLC: BND position timeline

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

Summit Wealth Partners, LLC held 31,044 BND 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 31,044 shares
    Change vs previous 13F +580 shares

    0.32% of the 13F portfolio, value $2,278,926.

    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 30,464 shares
    Change vs previous 13F -4,092 shares

    0.36% of the 13F portfolio, value $2,243,385.

    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 34,556 shares
    Change vs previous 13F -13,724 shares

    0.47% of the 13F portfolio, value $2,559,544.

    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 48,280 shares
    Change vs previous 13F -590 shares

    0.65% of the 13F portfolio, value $3,590,602.

    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 48,870 shares
    Change vs previous 13F -8,250 shares

    0.69% of the 13F portfolio, value $3,598,326.

    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 57,120 shares
    Change vs previous 13F -1,067 shares

    0.85% of the 13F portfolio, value $4,195,466.

    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 58,187 shares
    Change vs previous 13F +6,765 shares

    0.86% of the 13F portfolio, value $4,184,195.

    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 51,422 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $3,862,323.

    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).