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Disclosery

Summit Wealth Partners, LLC: USMV position timeline

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

Summit Wealth Partners, LLC held 173,650 USMV 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 173,650 shares
    Change vs previous 13F -8,802 shares

    2.39% of the 13F portfolio, value $16,750,234.

    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 182,452 shares
    Change vs previous 13F -6,242 shares

    2.68% of the 13F portfolio, value $16,920,621.

    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 188,694 shares
    Change vs previous 13F -15,231 shares

    3.28% of the 13F portfolio, value $17,767,398.

    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 203,925 shares
    Change vs previous 13F +257 shares

    3.5% of the 13F portfolio, value $19,401,427.

    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 203,668 shares
    Change vs previous 13F +8,506 shares

    3.65% of the 13F portfolio, value $19,118,347.

    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 195,162 shares
    Change vs previous 13F -4,745 shares

    3.71% of the 13F portfolio, value $18,278,894.

    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 199,907 shares
    Change vs previous 13F -19,979 shares

    3.64% of the 13F portfolio, value $17,749,724.

    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 219,886 shares
    Change vs previous 13F not available

    3.87% of the 13F portfolio, value $20,077,800.

    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).