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Summit Wealth Partners, LLC: VCIT position timeline

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

Summit Wealth Partners, LLC held 17,474 VCIT 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 17,474 shares
    Change vs previous 13F -1,264 shares

    0.21% of the 13F portfolio, value $1,444,212.

    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 18,738 shares
    Change vs previous 13F -361 shares

    0.25% of the 13F portfolio, value $1,550,606.

    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 19,099 shares
    Change vs previous 13F +134 shares

    0.3% of the 13F portfolio, value $1,599,541.

    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 18,965 shares
    Change vs previous 13F -311 shares

    0.29% of the 13F portfolio, value $1,595,165.

    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 19,276 shares
    Change vs previous 13F -3,183 shares

    0.3% of the 13F portfolio, value $1,598,375.

    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 22,459 shares
    Change vs previous 13F +1,809 shares

    0.37% of the 13F portfolio, value $1,836,256.

    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 20,650 shares
    Change vs previous 13F +1,091 shares

    0.34% of the 13F portfolio, value $1,657,611.

    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 19,559 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,638,061.

    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).