Skip to content
Disclosery

Summit Wealth Partners, LLC: SCHD position timeline

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

Summit Wealth Partners, LLC held 53,665 SCHD 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 53,665 shares
    Change vs previous 13F +6,403 shares

    0.24% of the 13F portfolio, value $1,701,733.

    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 47,262 shares
    Change vs previous 13F +2,939 shares

    0.23% of the 13F portfolio, value $1,449,998.

    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 44,323 shares
    Change vs previous 13F +736 shares

    0.22% of the 13F portfolio, value $1,215,775.

    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 43,587 shares
    Change vs previous 13F +3,718 shares

    0.21% of the 13F portfolio, value $1,189,932.

    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 39,869 shares
    Change vs previous 13F -7,596 shares

    0.2% of the 13F portfolio, value $1,056,540.

    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 47,465 shares
    Change vs previous 13F -2,714 shares

    0.27% of the 13F portfolio, value $1,327,135.

    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 50,179 shares
    Change vs previous 13F +32,708 shares

    0.28% of the 13F portfolio, value $1,370,885.

    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 17,471 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,476,786.

    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).