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Disclosery

Summit Wealth Partners, LLC: IWR position timeline

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

Summit Wealth Partners, LLC held 69,625 IWR 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 69,625 shares
    Change vs previous 13F -1,426 shares

    1.09% of the 13F portfolio, value $7,681,016.

    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 71,051 shares
    Change vs previous 13F -2,181 shares

    1.09% of the 13F portfolio, value $6,908,303.

    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 73,232 shares
    Change vs previous 13F -4,160 shares

    1.3% of the 13F portfolio, value $7,050,069.

    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 77,392 shares
    Change vs previous 13F -3,338 shares

    1.35% of the 13F portfolio, value $7,472,223.

    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 80,730 shares
    Change vs previous 13F -4,986 shares

    1.42% of the 13F portfolio, value $7,424,703.

    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 85,716 shares
    Change vs previous 13F -2,649 shares

    1.48% of the 13F portfolio, value $7,291,896.

    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 88,365 shares
    Change vs previous 13F -7,477 shares

    1.6% of the 13F portfolio, value $7,811,473.

    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 95,842 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $8,447,507.

    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).