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Disclosery

Summit Wealth Partners, LLC: IJH position timeline

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

Summit Wealth Partners, LLC held 89,814 IJH 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 89,814 shares
    Change vs previous 13F +3,218 shares

    0.99% of the 13F portfolio, value $6,925,541.

    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 86,596 shares
    Change vs previous 13F +19,533 shares

    0.93% of the 13F portfolio, value $5,847,828.

    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 67,063 shares
    Change vs previous 13F -1,858 shares

    0.82% of the 13F portfolio, value $4,426,160.

    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 68,921 shares
    Change vs previous 13F +174 shares

    0.81% of the 13F portfolio, value $4,497,753.

    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 68,747 shares
    Change vs previous 13F -2,703 shares

    0.81% of the 13F portfolio, value $4,263,714.

    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 71,450 shares
    Change vs previous 13F +154 shares

    0.85% of the 13F portfolio, value $4,169,105.

    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 71,296 shares
    Change vs previous 13F -2,906 shares

    0.91% of the 13F portfolio, value $4,442,443.

    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 74,202 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $4,624,300.

    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).