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Summit Wealth Partners, LLC: IQLT position timeline

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

Summit Wealth Partners, LLC held 222,779 IQLT 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 222,779 shares
    Change vs previous 13F -9,678 shares

    1.57% of the 13F portfolio, value $11,038,708.

    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 232,457 shares
    Change vs previous 13F -9,847 shares

    1.7% of the 13F portfolio, value $10,746,502.

    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 242,304 shares
    Change vs previous 13F -10,060 shares

    2.03% of the 13F portfolio, value $11,012,731.

    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 252,364 shares
    Change vs previous 13F -2,951 shares

    2.01% of the 13F portfolio, value $11,151,948.

    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 255,315 shares
    Change vs previous 13F -6,454 shares

    2.1% of the 13F portfolio, value $11,034,697.

    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 261,769 shares
    Change vs previous 13F -3,752 shares

    2.11% of the 13F portfolio, value $10,389,615.

    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 265,521 shares
    Change vs previous 13F -23,269 shares

    2.02% of the 13F portfolio, value $9,856,141.

    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 288,790 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $11,981,879.

    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).