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Summit Wealth Partners, LLC: IGSB position timeline

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

Summit Wealth Partners, LLC held 265,804 IGSB 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 265,804 shares
    Change vs previous 13F -36,844 shares

    1.98% of the 13F portfolio, value $13,930,770.

    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 302,648 shares
    Change vs previous 13F +8,545 shares

    2.52% of the 13F portfolio, value $15,907,182.

    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 294,103 shares
    Change vs previous 13F +10,376 shares

    2.87% of the 13F portfolio, value $15,552,165.

    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 283,727 shares
    Change vs previous 13F +3,779 shares

    2.72% of the 13F portfolio, value $15,046,048.

    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 279,948 shares
    Change vs previous 13F -24,866 shares

    2.82% of the 13F portfolio, value $14,770,035.

    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 304,814 shares
    Change vs previous 13F -5,545 shares

    3.24% of the 13F portfolio, value $15,963,119.

    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 310,359 shares
    Change vs previous 13F -12,014 shares

    3.29% of the 13F portfolio, value $16,045,564.

    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 322,373 shares
    Change vs previous 13F not available

    3.27% of the 13F portfolio, value $16,976,170.

    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).