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Disclosery

Summit Wealth Partners, LLC: ILTB position timeline

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

Summit Wealth Partners, LLC held 15,810 ILTB 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 15,810 shares
    Change vs previous 13F -1,084 shares

    0.11% of the 13F portfolio, value $778,681.

    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 16,894 shares
    Change vs previous 13F -2,173 shares

    0.13% of the 13F portfolio, value $827,472.

    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 19,067 shares
    Change vs previous 13F -5,230 shares

    0.18% of the 13F portfolio, value $947,627.

    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 24,297 shares
    Change vs previous 13F -9,221 shares

    0.22% of the 13F portfolio, value $1,226,731.

    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 33,518 shares
    Change vs previous 13F -30,659 shares

    0.32% of the 13F portfolio, value $1,656,481.

    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 64,177 shares
    Change vs previous 13F -7,188 shares

    0.65% of the 13F portfolio, value $3,208,850.

    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 71,365 shares
    Change vs previous 13F +14,813 shares

    0.71% of the 13F portfolio, value $3,471,923.

    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 56,552 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $3,012,517.

    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).