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Disclosery

Summit Wealth Partners, LLC: DIHP position timeline

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

Summit Wealth Partners, LLC held 80,433 DIHP 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 80,433 shares
    Change vs previous 13F +5,817 shares

    0.39% of the 13F portfolio, value $2,744,774.

    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 74,616 shares
    Change vs previous 13F +3,376 shares

    0.38% of the 13F portfolio, value $2,404,129.

    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 71,240 shares
    Change vs previous 13F +3,983 shares

    0.42% of the 13F portfolio, value $2,255,813.

    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 67,257 shares
    Change vs previous 13F +8,935 shares

    0.37% of the 13F portfolio, value $2,044,268.

    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 58,322 shares
    Change vs previous 13F +6,364 shares

    0.33% of the 13F portfolio, value $1,719,907.

    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 51,958 shares
    Change vs previous 13F +5,424 shares

    0.28% of the 13F portfolio, value $1,399,740.

    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 46,534 shares
    Change vs previous 13F +6,387 shares

    0.24% of the 13F portfolio, value $1,174,062.

    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 40,147 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,112,084.

    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).