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Disclosery

Summit Wealth Partners, LLC: IEF position timeline

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

Summit Wealth Partners, LLC held 78,799 IEF 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 78,799 shares
    Change vs previous 13F -19,660 shares

    1.06% of the 13F portfolio, value $7,451,982.

    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 98,459 shares
    Change vs previous 13F +5,285 shares

    1.49% of the 13F portfolio, value $9,396,918.

    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 93,174 shares
    Change vs previous 13F -4,384 shares

    1.66% of the 13F portfolio, value $8,959,568.

    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 97,558 shares
    Change vs previous 13F +3,126 shares

    1.7% of the 13F portfolio, value $9,410,415.

    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 94,432 shares
    Change vs previous 13F -9,211 shares

    1.72% of the 13F portfolio, value $9,043,732.

    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 103,643 shares
    Change vs previous 13F +3,700 shares

    2% of the 13F portfolio, value $9,884,451.

    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 99,943 shares
    Change vs previous 13F -3,536 shares

    1.9% of the 13F portfolio, value $9,239,736.

    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 103,479 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $10,153,351.

    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).