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Disclosery

Summit Wealth Partners, LLC: ICOW position timeline

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

Summit Wealth Partners, LLC held 99,541 ICOW 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 99,541 shares
    Change vs previous 13F +2,517 shares

    0.59% of the 13F portfolio, value $4,143,910.

    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 97,024 shares
    Change vs previous 13F +617 shares

    0.65% of the 13F portfolio, value $4,117,705.

    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 96,407 shares
    Change vs previous 13F +6,194 shares

    0.69% of the 13F portfolio, value $3,729,023.

    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 90,213 shares
    Change vs previous 13F +6,564 shares

    0.59% of the 13F portfolio, value $3,285,557.

    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 83,649 shares
    Change vs previous 13F +376 shares

    0.54% of the 13F portfolio, value $2,846,580.

    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 83,273 shares
    Change vs previous 13F +3,975 shares

    0.53% of the 13F portfolio, value $2,615,595.

    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 79,298 shares
    Change vs previous 13F +7,307 shares

    0.48% of the 13F portfolio, value $2,314,710.

    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 71,991 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,277,063.

    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).