Skip to content
Disclosery

Summit Wealth Partners, LLC: HDV position timeline

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

Summit Wealth Partners, LLC held 240,773 HDV 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 240,773 shares
    Change vs previous 13F +191,910 shares

    0.94% of the 13F portfolio, value $6,599,577.

    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 48,863 shares
    Change vs previous 13F +237 shares

    1.05% of the 13F portfolio, value $6,631,684.

    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 48,626 shares
    Change vs previous 13F +616 shares

    1.09% of the 13F portfolio, value $5,913,426.

    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 48,010 shares
    Change vs previous 13F -679 shares

    1.06% of the 13F portfolio, value $5,878,831.

    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 48,689 shares
    Change vs previous 13F +5,139 shares

    1.09% of the 13F portfolio, value $5,704,883.

    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 43,550 shares
    Change vs previous 13F +2,271 shares

    1.07% of the 13F portfolio, value $5,274,787.

    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 41,279 shares
    Change vs previous 13F -222 shares

    0.95% of the 13F portfolio, value $4,634,029.

    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 41,501 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $4,881,313.

    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).