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Disclosery

Summit Wealth Partners, LLC: RSP position timeline

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

Summit Wealth Partners, LLC held 6,101 RSP 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 6,101 shares
    Change vs previous 13F +4 shares

    0.18% of the 13F portfolio, value $1,298,109.

    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 6,097 shares
    Change vs previous 13F +690 shares

    0.19% of the 13F portfolio, value $1,170,091.

    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 5,407 shares
    Change vs previous 13F +108 shares

    0.19% of the 13F portfolio, value $1,035,775.

    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 5,299 shares
    Change vs previous 13F -66 shares

    0.18% of the 13F portfolio, value $1,005,315.

    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 5,365 shares
    Change vs previous 13F +114 shares

    0.19% of the 13F portfolio, value $974,959.

    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 5,251 shares
    Change vs previous 13F -263 shares

    0.18% of the 13F portfolio, value $909,587.

    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 5,514 shares
    Change vs previous 13F -1,076 shares

    0.2% of the 13F portfolio, value $966,139.

    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 6,590 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,180,619.

    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).