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Summit Wealth Partners, LLC: VGSH position timeline

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

Summit Wealth Partners, LLC held 26,925 VGSH 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 26,925 shares
    Change vs previous 13F +1,354 shares

    0.22% of the 13F portfolio, value $1,567,035.

    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 25,571 shares
    Change vs previous 13F +275 shares

    0.24% of the 13F portfolio, value $1,496,926.

    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 25,296 shares
    Change vs previous 13F -693 shares

    0.27% of the 13F portfolio, value $1,485,634.

    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 25,989 shares
    Change vs previous 13F -397 shares

    0.28% of the 13F portfolio, value $1,529,453.

    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 26,386 shares
    Change vs previous 13F -5,112 shares

    0.3% of the 13F portfolio, value $1,550,969.

    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 31,498 shares
    Change vs previous 13F -1,330 shares

    0.37% of the 13F portfolio, value $1,848,618.

    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 32,828 shares
    Change vs previous 13F -2,774 shares

    0.39% of the 13F portfolio, value $1,909,933.

    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 35,602 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,101,237.

    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).