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Disclosery

Summit Wealth Partners, LLC: BRO position timeline

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

Summit Wealth Partners, LLC held 201,700 BRO 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 201,700 shares
    Change vs previous 13F 0 shares

    1.84% of the 13F portfolio, value $12,939,055.

    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 201,700 shares
    Change vs previous 13F 0 shares

    2.08% of the 13F portfolio, value $13,152,857.

    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 201,700 shares
    Change vs previous 13F 0 shares

    2.97% of the 13F portfolio, value $16,075,490.

    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 201,700 shares
    Change vs previous 13F 0 shares

    3.41% of the 13F portfolio, value $18,917,443.

    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 201,700 shares
    Change vs previous 13F 0 shares

    4.26% of the 13F portfolio, value $22,362,479.

    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 201,700 shares
    Change vs previous 13F -20,000 shares

    5.09% of the 13F portfolio, value $25,091,480.

    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 221,700 shares
    Change vs previous 13F -15,000 shares

    4.64% of the 13F portfolio, value $22,617,834.

    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 236,700 shares
    Change vs previous 13F not available

    4.72% of the 13F portfolio, value $24,522,120.

    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).