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Summit Wealth Partners, LLC: EMBX position timeline

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

Summit Wealth Partners, LLC held 14,962 EMBX 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 14,962 shares
    Change vs previous 13F +9,167 shares

    0.11% of the 13F portfolio, value $767,700.

    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 5,795 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $290,378.

    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).