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Disclosery

Summit Wealth Partners, LLC: BSV position timeline

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

Summit Wealth Partners, LLC held 7,277 BSV 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 7,277 shares
    Change vs previous 13F -27,816 shares

    0.08% of the 13F portfolio, value $566,951.

    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 35,093 shares
    Change vs previous 13F +1,799 shares

    0.44% of the 13F portfolio, value $2,751,660.

    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 33,294 shares
    Change vs previous 13F +168 shares

    0.48% of the 13F portfolio, value $2,623,875.

    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 33,126 shares
    Change vs previous 13F +290 shares

    0.47% of the 13F portfolio, value $2,613,941.

    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 32,836 shares
    Change vs previous 13F +8 shares

    0.49% of the 13F portfolio, value $2,584,189.

    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 32,828 shares
    Change vs previous 13F +7,334 shares

    0.52% of the 13F portfolio, value $2,569,737.

    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 25,494 shares
    Change vs previous 13F -396 shares

    0.4% of the 13F portfolio, value $1,969,912.

    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 25,890 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,037,260.

    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).