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Disclosery

Summit Wealth Partners, LLC: OEF position timeline

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

Summit Wealth Partners, LLC held 8,915 OEF 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 8,915 shares
    Change vs previous 13F +1,051 shares

    0.46% of the 13F portfolio, value $3,261,682.

    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 7,864 shares
    Change vs previous 13F +2,882 shares

    0.4% of the 13F portfolio, value $2,501,202.

    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 4,982 shares
    Change vs previous 13F +36 shares

    0.32% of the 13F portfolio, value $1,708,677.

    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 4,946 shares
    Change vs previous 13F +125 shares

    0.3% of the 13F portfolio, value $1,646,227.

    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 4,821 shares
    Change vs previous 13F +1,837 shares

    0.28% of the 13F portfolio, value $1,467,271.

    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 2,984 shares
    Change vs previous 13F +1,808 shares

    0.16% of the 13F portfolio, value $808,157.

    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 1,176 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $339,688.

    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 1,176 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $325,470.

    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).