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Summit Wealth Partners, LLC: IBTG position timeline

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

Summit Wealth Partners, LLC held 55,813 IBTG 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 55,813 shares
    Change vs previous 13F -5,046 shares

    0.18% of the 13F portfolio, value $1,277,560.

    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 60,859 shares
    Change vs previous 13F -3,154 shares

    0.22% of the 13F portfolio, value $1,394,578.

    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 64,013 shares
    Change vs previous 13F +65 shares

    0.27% of the 13F portfolio, value $1,464,293.

    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 63,948 shares
    Change vs previous 13F +50 shares

    0.26% of the 13F portfolio, value $1,467,602.

    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 63,898 shares
    Change vs previous 13F +4,424 shares

    0.28% of the 13F portfolio, value $1,465,178.

    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 59,474 shares
    Change vs previous 13F +31 shares

    0.28% of the 13F portfolio, value $1,364,340.

    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 59,443 shares
    Change vs previous 13F +15,455 shares

    0.28% of the 13F portfolio, value $1,355,895.

    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 43,988 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,014,582.

    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).