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Summit Wealth Partners, LLC: ITOT position timeline

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

Summit Wealth Partners, LLC held 51,224 ITOT 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 51,224 shares
    Change vs previous 13F +721 shares

    1.2% of the 13F portfolio, value $8,414,541.

    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 50,503 shares
    Change vs previous 13F -2,306 shares

    1.14% of the 13F portfolio, value $7,193,200.

    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 52,809 shares
    Change vs previous 13F +1,787 shares

    1.45% of the 13F portfolio, value $7,852,220.

    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 51,022 shares
    Change vs previous 13F +379 shares

    1.34% of the 13F portfolio, value $7,431,298.

    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 50,643 shares
    Change vs previous 13F -4,274 shares

    1.3% of the 13F portfolio, value $6,838,852.

    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 54,917 shares
    Change vs previous 13F -1,257 shares

    1.36% of the 13F portfolio, value $6,700,399.

    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 56,174 shares
    Change vs previous 13F -2,569 shares

    1.48% of the 13F portfolio, value $7,225,075.

    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 58,743 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $7,379,290.

    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).