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Disclosery

Summit Wealth Partners, LLC: NFTY position timeline

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

Summit Wealth Partners, LLC held 5,735 NFTY 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 5,735 shares
    Change vs previous 13F +317 shares

    0.04% of the 13F portfolio, value $308,525.

    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 5,418 shares
    Change vs previous 13F -608 shares

    0.04% of the 13F portfolio, value $279,019.

    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 6,026 shares
    Change vs previous 13F -496 shares

    0.06% of the 13F portfolio, value $351,471.

    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 6,522 shares
    Change vs previous 13F +57 shares

    0.07% of the 13F portfolio, value $371,237.

    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 6,465 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $387,706.

    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).