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Disclosery

Summit Wealth Partners, LLC: JPIN position timeline

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

Summit Wealth Partners, LLC held 3,159 JPIN 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 3,159 shares
    Change vs previous 13F -57 shares

    0.03% of the 13F portfolio, value $228,420.

    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 3,216 shares
    Change vs previous 13F -25 shares

    0.04% of the 13F portfolio, value $229,080.

    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 3,241 shares
    Change vs previous 13F +71 shares

    0.04% of the 13F portfolio, value $220,861.

    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 3,170 shares
    Change vs previous 13F +21 shares

    0.04% of the 13F portfolio, value $211,158.

    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 3,149 shares
    Change vs previous 13F +3,149 shares

    0.04% of the 13F portfolio, value $201,970.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -3,362 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 3,362 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $201,968.

    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).