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Disclosery

Summit Wealth Partners, LLC: QUAL position timeline

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

Summit Wealth Partners, LLC held 118,591 QUAL 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 118,591 shares
    Change vs previous 13F -6,185 shares

    3.71% of the 13F portfolio, value $26,022,406.

    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 124,776 shares
    Change vs previous 13F -4,094 shares

    3.79% of the 13F portfolio, value $23,933,330.

    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 128,870 shares
    Change vs previous 13F -2,938 shares

    4.73% of the 13F portfolio, value $25,596,233.

    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 131,808 shares
    Change vs previous 13F -4,142 shares

    4.63% of the 13F portfolio, value $25,636,568.

    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 135,950 shares
    Change vs previous 13F -3,529 shares

    4.74% of the 13F portfolio, value $24,854,408.

    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 139,479 shares
    Change vs previous 13F +298 shares

    4.83% of the 13F portfolio, value $23,835,529.

    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 139,181 shares
    Change vs previous 13F -7,286 shares

    5.09% of the 13F portfolio, value $24,785,430.

    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 146,467 shares
    Change vs previous 13F not available

    5.06% of the 13F portfolio, value $26,261,465.

    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).