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Disclosery

Summit Wealth Partners, LLC: IWB position timeline

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

Summit Wealth Partners, LLC held 23,811 IWB 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 23,811 shares
    Change vs previous 13F -1,109 shares

    1.39% of the 13F portfolio, value $9,750,461.

    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 24,920 shares
    Change vs previous 13F -415 shares

    1.41% of the 13F portfolio, value $8,885,431.

    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 25,335 shares
    Change vs previous 13F -413 shares

    1.75% of the 13F portfolio, value $9,461,096.

    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 25,748 shares
    Change vs previous 13F -518 shares

    1.7% of the 13F portfolio, value $9,410,303.

    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 26,266 shares
    Change vs previous 13F -1,363 shares

    1.7% of the 13F portfolio, value $8,919,119.

    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 27,629 shares
    Change vs previous 13F -511 shares

    1.72% of the 13F portfolio, value $8,474,894.

    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 28,140 shares
    Change vs previous 13F -3,283 shares

    1.86% of the 13F portfolio, value $9,065,517.

    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 31,423 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $9,879,010.

    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).