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Disclosery

Summit Wealth Partners, LLC: VB position timeline

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

Summit Wealth Partners, LLC held 10,831 VB 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 10,831 shares
    Change vs previous 13F -222 shares

    0.47% of the 13F portfolio, value $3,283,071.

    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 11,053 shares
    Change vs previous 13F -988 shares

    0.46% of the 13F portfolio, value $2,894,990.

    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 12,041 shares
    Change vs previous 13F -1,675 shares

    0.57% of the 13F portfolio, value $3,105,876.

    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 13,716 shares
    Change vs previous 13F -1,111 shares

    0.63% of the 13F portfolio, value $3,487,688.

    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 14,827 shares
    Change vs previous 13F -977 shares

    0.67% of the 13F portfolio, value $3,513,723.

    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 15,804 shares
    Change vs previous 13F -1,259 shares

    0.71% of the 13F portfolio, value $3,504,587.

    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 17,063 shares
    Change vs previous 13F -954 shares

    0.84% of the 13F portfolio, value $4,099,987.

    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 18,017 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $4,273,914.

    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).