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Summit Wealth Partners, LLC: PSEP position timeline

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

Summit Wealth Partners, LLC held 19,379 PSEP 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 19,379 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $892,403.

    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 19,379 shares
    Change vs previous 13F -159 shares

    0.13% of the 13F portfolio, value $834,460.

    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 19,538 shares
    Change vs previous 13F -1,467 shares

    0.16% of the 13F portfolio, value $854,170.

    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 21,005 shares
    Change vs previous 13F +7,529 shares

    0.16% of the 13F portfolio, value $902,165.

    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 13,476 shares
    Change vs previous 13F -1,162 shares

    0.11% of the 13F portfolio, value $551,034.

    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 14,638 shares
    Change vs previous 13F +13 shares

    0.11% of the 13F portfolio, value $562,246.

    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 14,625 shares
    Change vs previous 13F -23,975 shares

    0.12% of the 13F portfolio, value $571,623.

    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 38,600 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,487,258.

    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).