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Summit Wealth Partners, LLC: JMUB position timeline

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

Summit Wealth Partners, LLC held 106,601 JMUB 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 106,601 shares
    Change vs previous 13F +2,475 shares

    0.77% of the 13F portfolio, value $5,399,874.

    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 104,126 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $5,205,259.

    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 104,126 shares
    Change vs previous 13F +5,410 shares

    0.97% of the 13F portfolio, value $5,258,363.

    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 98,716 shares
    Change vs previous 13F +8,247 shares

    0.9% of the 13F portfolio, value $4,982,197.

    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 90,469 shares
    Change vs previous 13F +21,400 shares

    0.86% of the 13F portfolio, value $4,490,881.

    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 69,069 shares
    Change vs previous 13F +13,124 shares

    0.7% of the 13F portfolio, value $3,453,450.

    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 55,945 shares
    Change vs previous 13F +12,890 shares

    0.58% of the 13F portfolio, value $2,805,642.

    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 43,055 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,207,430.

    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).