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Disclosery

Summit Wealth Partners, LLC: MEAR position timeline

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

Summit Wealth Partners, LLC held 37,727 MEAR 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 37,727 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,900,686.

    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 37,727 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,899,177.

    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 37,727 shares
    Change vs previous 13F +5,119 shares

    0.35% of the 13F portfolio, value $1,898,423.

    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 32,608 shares
    Change vs previous 13F +1,984 shares

    0.3% of the 13F portfolio, value $1,647,030.

    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 30,624 shares
    Change vs previous 13F +13,399 shares

    0.29% of the 13F portfolio, value $1,539,468.

    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 17,225 shares
    Change vs previous 13F +8,352 shares

    0.18% of the 13F portfolio, value $865,384.

    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 8,873 shares
    Change vs previous 13F +1,539 shares

    0.09% of the 13F portfolio, value $443,206.

    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 7,334 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $369,010.

    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).