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Disclosery

Summit Wealth Partners, LLC: FPE position timeline

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

Summit Wealth Partners, LLC held 19,281 FPE 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 19,281 shares
    Change vs previous 13F +74 shares

    0.05% of the 13F portfolio, value $344,751.

    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 19,207 shares
    Change vs previous 13F -2,323 shares

    0.05% of the 13F portfolio, value $340,931.

    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 21,530 shares
    Change vs previous 13F -8,102 shares

    0.07% of the 13F portfolio, value $392,285.

    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 29,632 shares
    Change vs previous 13F -1,460 shares

    0.1% of the 13F portfolio, value $540,489.

    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 31,092 shares
    Change vs previous 13F -3,631 shares

    0.11% of the 13F portfolio, value $553,433.

    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 34,723 shares
    Change vs previous 13F -26,424 shares

    0.12% of the 13F portfolio, value $610,770.

    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 61,147 shares
    Change vs previous 13F -9,561 shares

    0.22% of the 13F portfolio, value $1,082,295.

    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 70,708 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,279,809.

    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).