Skip to content
Disclosery

Summit Wealth Partners, LLC: VUG position timeline

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

Summit Wealth Partners, LLC held 115,570 VUG 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 115,570 shares
    Change vs previous 13F +98,751 shares

    1.42% of the 13F portfolio, value $9,955,203.

    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 16,819 shares
    Change vs previous 13F +2,824 shares

    1.16% of the 13F portfolio, value $7,346,401.

    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 13,995 shares
    Change vs previous 13F +1,853 shares

    1.26% of the 13F portfolio, value $6,827,761.

    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 12,142 shares
    Change vs previous 13F +1,550 shares

    1.05% of the 13F portfolio, value $5,823,286.

    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 10,592 shares
    Change vs previous 13F +3,010 shares

    0.89% of the 13F portfolio, value $4,643,565.

    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 7,582 shares
    Change vs previous 13F +2,595 shares

    0.57% of the 13F portfolio, value $2,811,676.

    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 4,987 shares
    Change vs previous 13F +13 shares

    0.42% of the 13F portfolio, value $2,046,839.

    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 4,974 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,909,858.

    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).