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Disclosery

Summit Wealth Partners, LLC: HELO position timeline

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

Summit Wealth Partners, LLC held 22,231 HELO 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 22,231 shares
    Change vs previous 13F -2,532 shares

    0.21% of the 13F portfolio, value $1,502,371.

    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 24,763 shares
    Change vs previous 13F -2,236 shares

    0.25% of the 13F portfolio, value $1,582,615.

    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 26,999 shares
    Change vs previous 13F -196 shares

    0.33% of the 13F portfolio, value $1,793,545.

    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 27,195 shares
    Change vs previous 13F -240 shares

    0.32% of the 13F portfolio, value $1,767,675.

    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 27,435 shares
    Change vs previous 13F +6,018 shares

    0.33% of the 13F portfolio, value $1,716,882.

    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 21,417 shares
    Change vs previous 13F +10,115 shares

    0.26% of the 13F portfolio, value $1,278,167.

    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 11,302 shares
    Change vs previous 13F +3,460 shares

    0.14% of the 13F portfolio, value $701,176.

    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 7,842 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $479,460.

    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).