Summit Wealth Partners, LLC: POCT position timeline

Summit Wealth Partners, LLC held 0 POCT shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -8,610 shares

   13F-HR 0002033312-25-000002 filed by Summit Wealth Partners, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 8,610 shares

   Change vs previous 13F 0 shares

   0.07% of the 13F portfolio, value $355,593.

   13F-HR 0001085146-25-004784 filed by Summit Wealth Partners, LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 8,610 shares

   Change vs previous 13F -1,486 shares

   0.07% of the 13F portfolio, value $334,499.

   13F-HR 0001085146-25-002632 filed by Summit Wealth Partners, LLC
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 10,096 shares

   Change vs previous 13F -1,336 shares

   0.08% of the 13F portfolio, value $399,462.

   13F-HR 0001085146-25-000501 filed by Summit Wealth Partners, LLC
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 11,432 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $445,276.

   13F-HR 0001085146-24-005194 filed by Summit Wealth Partners, LLC
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).