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Summit Wealth Partners, LLC: VCSH position timeline

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

Summit Wealth Partners, LLC held 10,897 VCSH 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 10,897 shares
    Change vs previous 13F -5,488 shares

    0.12% of the 13F portfolio, value $861,211.

    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 16,385 shares
    Change vs previous 13F -3,433 shares

    0.21% of the 13F portfolio, value $1,298,841.

    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 19,818 shares
    Change vs previous 13F -1,477 shares

    0.29% of the 13F portfolio, value $1,580,119.

    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 21,295 shares
    Change vs previous 13F -40 shares

    0.31% of the 13F portfolio, value $1,702,095.

    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 21,335 shares
    Change vs previous 13F -333 shares

    0.32% of the 13F portfolio, value $1,696,117.

    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 21,668 shares
    Change vs previous 13F -110 shares

    0.35% of the 13F portfolio, value $1,710,464.

    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 21,778 shares
    Change vs previous 13F -661 shares

    0.35% of the 13F portfolio, value $1,698,864.

    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 22,439 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,782,144.

    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).