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Disclosery

Summit Wealth Partners, LLC: FMB position timeline

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

Summit Wealth Partners, LLC held 21,425 FMB 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 21,425 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,100,542.

    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 21,425 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,085,391.

    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 21,425 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,095,567.

    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 21,425 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,086,282.

    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 21,425 shares
    Change vs previous 13F -503 shares

    0.2% of the 13F portfolio, value $1,067,394.

    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 21,928 shares
    Change vs previous 13F -369 shares

    0.22% of the 13F portfolio, value $1,105,658.

    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 22,297 shares
    Change vs previous 13F -2,288 shares

    0.23% of the 13F portfolio, value $1,137,370.

    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 24,585 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,277,437.

    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).