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Disclosery

Summit Wealth Partners, LLC: PG position timeline

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

Summit Wealth Partners, LLC held 54,853 PG 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 54,853 shares
    Change vs previous 13F +384 shares

    1.15% of the 13F portfolio, value $8,043,572.

    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 54,469 shares
    Change vs previous 13F +3,257 shares

    1.25% of the 13F portfolio, value $7,867,498.

    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 51,212 shares
    Change vs previous 13F +257 shares

    1.36% of the 13F portfolio, value $7,339,124.

    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 50,955 shares
    Change vs previous 13F +336 shares

    1.41% of the 13F portfolio, value $7,829,175.

    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 50,619 shares
    Change vs previous 13F -23,954 shares

    1.54% of the 13F portfolio, value $8,064,639.

    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 74,573 shares
    Change vs previous 13F -15,919 shares

    2.58% of the 13F portfolio, value $12,708,726.

    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 90,492 shares
    Change vs previous 13F +87,783 shares

    3.12% of the 13F portfolio, value $15,171,029.

    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 2,709 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $469,156.

    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).