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Disclosery

Summit Wealth Partners, LLC: IUSB position timeline

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

Summit Wealth Partners, LLC held 377,530 IUSB 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 377,530 shares
    Change vs previous 13F +39,552 shares

    2.48% of the 13F portfolio, value $17,423,005.

    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 337,978 shares
    Change vs previous 13F +26,064 shares

    2.47% of the 13F portfolio, value $15,611,205.

    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 311,914 shares
    Change vs previous 13F +34,767 shares

    2.68% of the 13F portfolio, value $14,516,457.

    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 277,147 shares
    Change vs previous 13F +27,393 shares

    2.34% of the 13F portfolio, value $12,945,526.

    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 249,754 shares
    Change vs previous 13F +28,317 shares

    2.2% of the 13F portfolio, value $11,546,138.

    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 221,437 shares
    Change vs previous 13F +37,697 shares

    2.07% of the 13F portfolio, value $10,203,801.

    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 183,740 shares
    Change vs previous 13F +37,954 shares

    1.71% of the 13F portfolio, value $8,305,030.

    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 145,786 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $6,869,456.

    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).