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Summit Wealth Partners, LLC: ISTB position timeline

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

Summit Wealth Partners, LLC held 74,735 ISTB 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 74,735 shares
    Change vs previous 13F +214 shares

    0.51% of the 13F portfolio, value $3,605,948.

    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 74,521 shares
    Change vs previous 13F -1,234 shares

    0.57% of the 13F portfolio, value $3,611,265.

    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 75,755 shares
    Change vs previous 13F +1,443 shares

    0.68% of the 13F portfolio, value $3,693,062.

    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 74,312 shares
    Change vs previous 13F +338 shares

    0.66% of the 13F portfolio, value $3,629,421.

    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 73,974 shares
    Change vs previous 13F -2,188 shares

    0.69% of the 13F portfolio, value $3,598,825.

    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 76,162 shares
    Change vs previous 13F -705 shares

    0.75% of the 13F portfolio, value $3,682,443.

    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 76,867 shares
    Change vs previous 13F -172 shares

    0.75% of the 13F portfolio, value $3,671,946.

    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 77,039 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $3,750,271.

    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).