Skip to content
Disclosery

Summit Wealth Partners, LLC: IJR position timeline

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

Summit Wealth Partners, LLC held 34,277 IJR 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 34,277 shares
    Change vs previous 13F +1,243 shares

    0.72% of the 13F portfolio, value $5,083,553.

    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 33,034 shares
    Change vs previous 13F +5,842 shares

    0.65% of the 13F portfolio, value $4,106,514.

    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 27,192 shares
    Change vs previous 13F -2,713 shares

    0.6% of the 13F portfolio, value $3,267,958.

    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 29,905 shares
    Change vs previous 13F +336 shares

    0.64% of the 13F portfolio, value $3,553,586.

    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 29,569 shares
    Change vs previous 13F -2,017 shares

    0.62% of the 13F portfolio, value $3,231,549.

    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 31,586 shares
    Change vs previous 13F -199 shares

    0.67% of the 13F portfolio, value $3,302,908.

    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 31,785 shares
    Change vs previous 13F -807 shares

    0.75% of the 13F portfolio, value $3,662,311.

    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 32,592 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $3,811,919.

    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).