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Disclosery

Summit Wealth Partners, LLC: IAU position timeline

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

Summit Wealth Partners, LLC held 11,916 IAU 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 11,916 shares
    Change vs previous 13F +1,016 shares

    0.13% of the 13F portfolio, value $899,777.

    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 10,900 shares
    Change vs previous 13F +4,485 shares

    0.15% of the 13F portfolio, value $960,944.

    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 6,415 shares
    Change vs previous 13F +1,086 shares

    0.1% of the 13F portfolio, value $520,706.

    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 5,329 shares
    Change vs previous 13F -318 shares

    0.07% of the 13F portfolio, value $387,791.

    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 5,647 shares
    Change vs previous 13F -52 shares

    0.07% of the 13F portfolio, value $352,147.

    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 5,699 shares
    Change vs previous 13F +88 shares

    0.07% of the 13F portfolio, value $336,013.

    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 5,611 shares
    Change vs previous 13F +96 shares

    0.06% of the 13F portfolio, value $277,801.

    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 5,515 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $274,096.

    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).