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Summit Wealth Partners, LLC: QQQ position timeline

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

Summit Wealth Partners, LLC held 34,767 QQQ 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 34,767 shares
    Change vs previous 13F +37 shares

    3.65% of the 13F portfolio, value $25,602,583.

    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 34,730 shares
    Change vs previous 13F +445 shares

    3.17% of the 13F portfolio, value $20,045,742.

    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 34,285 shares
    Change vs previous 13F -5,552 shares

    3.89% of the 13F portfolio, value $21,061,393.

    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 39,837 shares
    Change vs previous 13F -827 shares

    4.32% of the 13F portfolio, value $23,916,718.

    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 40,664 shares
    Change vs previous 13F +2,362 shares

    4.28% of the 13F portfolio, value $22,431,808.

    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 38,302 shares
    Change vs previous 13F +1,053 shares

    3.64% of the 13F portfolio, value $17,960,595.

    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 37,249 shares
    Change vs previous 13F -1,361 shares

    3.91% of the 13F portfolio, value $19,042,830.

    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 38,610 shares
    Change vs previous 13F not available

    3.63% of the 13F portfolio, value $18,844,603.

    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).