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Disclosery

Summit Wealth Partners, LLC: HYG position timeline

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

Summit Wealth Partners, LLC held 7,104 HYG 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 7,104 shares
    Change vs previous 13F -160 shares

    0.08% of the 13F portfolio, value $568,089.

    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 7,264 shares
    Change vs previous 13F -649 shares

    0.09% of the 13F portfolio, value $577,944.

    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 7,913 shares
    Change vs previous 13F -1,423 shares

    0.12% of the 13F portfolio, value $638,019.

    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 9,336 shares
    Change vs previous 13F -2,430 shares

    0.14% of the 13F portfolio, value $757,969.

    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 11,766 shares
    Change vs previous 13F -2,368 shares

    0.18% of the 13F portfolio, value $948,892.

    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 14,134 shares
    Change vs previous 13F -1,044 shares

    0.23% of the 13F portfolio, value $1,115,029.

    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 15,178 shares
    Change vs previous 13F -822 shares

    0.25% of the 13F portfolio, value $1,193,770.

    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 16,000 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,284,818.

    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).