Skip to content
Disclosery

Summit Wealth Partners, LLC: IEFA position timeline

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

Summit Wealth Partners, LLC held 138,535 IEFA 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 138,535 shares
    Change vs previous 13F -3,143 shares

    1.91% of the 13F portfolio, value $13,379,686.

    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 141,678 shares
    Change vs previous 13F +25 shares

    2.03% of the 13F portfolio, value $12,826,135.

    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 141,653 shares
    Change vs previous 13F -642 shares

    2.34% of the 13F portfolio, value $12,672,296.

    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 142,295 shares
    Change vs previous 13F -1,600 shares

    2.24% of the 13F portfolio, value $12,423,809.

    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 143,895 shares
    Change vs previous 13F -1,100 shares

    2.29% of the 13F portfolio, value $12,012,386.

    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 144,995 shares
    Change vs previous 13F +418 shares

    2.22% of the 13F portfolio, value $10,968,906.

    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 144,577 shares
    Change vs previous 13F -248 shares

    2.09% of the 13F portfolio, value $10,160,841.

    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 144,825 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $11,303,598.

    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).