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Summit Wealth Partners, LLC: SJNK position timeline

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

Summit Wealth Partners, LLC held 13,290 SJNK 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 13,290 shares
    Change vs previous 13F +164 shares

    0.05% of the 13F portfolio, value $332,661.

    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 13,126 shares
    Change vs previous 13F -1,083 shares

    0.05% of the 13F portfolio, value $327,880.

    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 14,209 shares
    Change vs previous 13F +234 shares

    0.07% of the 13F portfolio, value $359,768.

    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 13,975 shares
    Change vs previous 13F -24 shares

    0.06% of the 13F portfolio, value $357,752.

    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 13,999 shares
    Change vs previous 13F -15,653 shares

    0.07% of the 13F portfolio, value $356,687.

    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 29,652 shares
    Change vs previous 13F -8,633 shares

    0.15% of the 13F portfolio, value $746,040.

    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 38,285 shares
    Change vs previous 13F +942 shares

    0.2% of the 13F portfolio, value $966,701.

    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 37,343 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $961,581.

    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).