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Summit Wealth Partners, LLC: FTSM position timeline

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

Summit Wealth Partners, LLC held 47,165 FTSM 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 47,165 shares
    Change vs previous 13F -1,051 shares

    0.4% of the 13F portfolio, value $2,817,165.

    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 48,216 shares
    Change vs previous 13F -7,981 shares

    0.46% of the 13F portfolio, value $2,882,352.

    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 56,197 shares
    Change vs previous 13F +4,876 shares

    0.62% of the 13F portfolio, value $3,367,886.

    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 51,321 shares
    Change vs previous 13F -574 shares

    0.55% of the 13F portfolio, value $3,074,641.

    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 51,895 shares
    Change vs previous 13F -1,878 shares

    0.59% of the 13F portfolio, value $3,106,954.

    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 53,773 shares
    Change vs previous 13F -542 shares

    0.65% of the 13F portfolio, value $3,217,776.

    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 54,315 shares
    Change vs previous 13F +13,779 shares

    0.67% of the 13F portfolio, value $3,246,408.

    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 40,536 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,426,890.

    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).