Skip to content
Disclosery

Summit Wealth Partners, LLC: DVY position timeline

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

Summit Wealth Partners, LLC held 27,511 DVY 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 27,511 shares
    Change vs previous 13F -676 shares

    0.61% of the 13F portfolio, value $4,299,894.

    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 28,187 shares
    Change vs previous 13F +12,063 shares

    0.68% of the 13F portfolio, value $4,267,865.

    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 16,124 shares
    Change vs previous 13F +114 shares

    0.42% of the 13F portfolio, value $2,275,702.

    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 16,010 shares
    Change vs previous 13F +147 shares

    0.41% of the 13F portfolio, value $2,274,997.

    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 15,863 shares
    Change vs previous 13F +4 shares

    0.4% of the 13F portfolio, value $2,106,817.

    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 15,859 shares
    Change vs previous 13F +2,060 shares

    0.43% of the 13F portfolio, value $2,129,762.

    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 13,799 shares
    Change vs previous 13F +205 shares

    0.37% of the 13F portfolio, value $1,811,721.

    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 13,594 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,836,092.

    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).