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Disclosery

Summit Wealth Partners, LLC: IDEV position timeline

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

Summit Wealth Partners, LLC held 91,321 IDEV 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 91,321 shares
    Change vs previous 13F +9,948 shares

    1.16% of the 13F portfolio, value $8,128,449.

    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 81,373 shares
    Change vs previous 13F +7,168 shares

    1.08% of the 13F portfolio, value $6,800,335.

    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 74,205 shares
    Change vs previous 13F +6,026 shares

    1.13% of the 13F portfolio, value $6,120,421.

    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 68,179 shares
    Change vs previous 13F +8,564 shares

    0.99% of the 13F portfolio, value $5,465,872.

    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 59,615 shares
    Change vs previous 13F +10,750 shares

    0.86% of the 13F portfolio, value $4,533,088.

    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 48,865 shares
    Change vs previous 13F +7,571 shares

    0.68% of the 13F portfolio, value $3,366,305.

    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 41,294 shares
    Change vs previous 13F +11,566 shares

    0.55% of the 13F portfolio, value $2,662,220.

    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 29,728 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $2,105,623.

    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).