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Summit Wealth Partners, LLC: IGIB position timeline

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

Summit Wealth Partners, LLC held 228,606 IGIB 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 228,606 shares
    Change vs previous 13F -43,714 shares

    1.73% of the 13F portfolio, value $12,154,968.

    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 272,320 shares
    Change vs previous 13F +6,300 shares

    2.29% of the 13F portfolio, value $14,492,891.

    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 266,020 shares
    Change vs previous 13F +1,041 shares

    2.65% of the 13F portfolio, value $14,333,135.

    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 264,979 shares
    Change vs previous 13F +10,083 shares

    2.59% of the 13F portfolio, value $14,332,698.

    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 254,896 shares
    Change vs previous 13F -2,162 shares

    2.59% of the 13F portfolio, value $13,583,392.

    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 257,058 shares
    Change vs previous 13F +6,645 shares

    2.74% of the 13F portfolio, value $13,500,660.

    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 250,413 shares
    Change vs previous 13F +3,749 shares

    2.65% of the 13F portfolio, value $12,898,763.

    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 246,664 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $13,250,775.

    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).