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Disclosery

Summit Wealth Partners, LLC: TPYP position timeline

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

Summit Wealth Partners, LLC held 19,960 TPYP 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 19,960 shares
    Change vs previous 13F -508 shares

    0.12% of the 13F portfolio, value $836,929.

    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 20,468 shares
    Change vs previous 13F -406 shares

    0.14% of the 13F portfolio, value $867,036.

    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 20,874 shares
    Change vs previous 13F -433 shares

    0.14% of the 13F portfolio, value $736,720.

    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 21,307 shares
    Change vs previous 13F -132 shares

    0.14% of the 13F portfolio, value $776,635.

    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 21,439 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $766,022.

    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).