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Disclosery

Summit Wealth Partners, LLC: IWF position timeline

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

Summit Wealth Partners, LLC held 226,306 IWF 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 226,306 shares
    Change vs previous 13F +169,567 shares

    4% of the 13F portfolio, value $28,100,383.

    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 56,739 shares
    Change vs previous 13F +962 shares

    3.83% of the 13F portfolio, value $24,193,298.

    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 55,777 shares
    Change vs previous 13F -241 shares

    4.88% of the 13F portfolio, value $26,399,097.

    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 56,018 shares
    Change vs previous 13F -43 shares

    4.74% of the 13F portfolio, value $26,239,384.

    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 56,061 shares
    Change vs previous 13F +3,389 shares

    4.54% of the 13F portfolio, value $23,802,199.

    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 52,672 shares
    Change vs previous 13F +314 shares

    3.86% of the 13F portfolio, value $19,019,366.

    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 52,358 shares
    Change vs previous 13F -2,306 shares

    4.32% of the 13F portfolio, value $21,025,867.

    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 54,664 shares
    Change vs previous 13F not available

    3.95% of the 13F portfolio, value $20,519,685.

    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).