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Disclosery

Summit Wealth Partners, LLC: MDY position timeline

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

Summit Wealth Partners, LLC held 2,613 MDY 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 2,613 shares
    Change vs previous 13F -81 shares

    0.26% of the 13F portfolio, value $1,837,535.

    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 2,694 shares
    Change vs previous 13F +627 shares

    0.26% of the 13F portfolio, value $1,661,704.

    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 2,067 shares
    Change vs previous 13F -1,165 shares

    0.23% of the 13F portfolio, value $1,246,918.

    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 3,232 shares
    Change vs previous 13F -40 shares

    0.35% of the 13F portfolio, value $1,926,285.

    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 3,272 shares
    Change vs previous 13F -36 shares

    0.35% of the 13F portfolio, value $1,853,323.

    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 3,308 shares
    Change vs previous 13F -18 shares

    0.36% of the 13F portfolio, value $1,765,005.

    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 3,326 shares
    Change vs previous 13F -3,152 shares

    0.39% of the 13F portfolio, value $1,894,524.

    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 6,478 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $3,690,084.

    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).