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Disclosery

Summit Wealth Partners, LLC: IWM position timeline

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

Summit Wealth Partners, LLC held 22,997 IWM 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 22,997 shares
    Change vs previous 13F -2,130 shares

    0.98% of the 13F portfolio, value $6,909,363.

    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 25,127 shares
    Change vs previous 13F +263 shares

    0.99% of the 13F portfolio, value $6,231,524.

    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 24,864 shares
    Change vs previous 13F -1,466 shares

    1.13% of the 13F portfolio, value $6,120,529.

    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 26,330 shares
    Change vs previous 13F -1,354 shares

    1.15% of the 13F portfolio, value $6,370,746.

    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 27,684 shares
    Change vs previous 13F -2,210 shares

    1.14% of the 13F portfolio, value $5,973,897.

    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 29,894 shares
    Change vs previous 13F -1,667 shares

    1.21% of the 13F portfolio, value $5,963,492.

    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 31,561 shares
    Change vs previous 13F -1,581 shares

    1.43% of the 13F portfolio, value $6,973,735.

    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 33,142 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $7,320,811.

    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).