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Disclosery

Summit Wealth Partners, LLC: VWO position timeline

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

Summit Wealth Partners, LLC held 43,521 VWO 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 43,521 shares
    Change vs previous 13F -392 shares

    0.37% of the 13F portfolio, value $2,597,763.

    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 43,913 shares
    Change vs previous 13F -1,014 shares

    0.38% of the 13F portfolio, value $2,373,516.

    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 44,927 shares
    Change vs previous 13F -1,708 shares

    0.45% of the 13F portfolio, value $2,415,294.

    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 46,635 shares
    Change vs previous 13F -1,372 shares

    0.46% of the 13F portfolio, value $2,526,689.

    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 48,007 shares
    Change vs previous 13F -2,197 shares

    0.45% of the 13F portfolio, value $2,374,412.

    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 50,204 shares
    Change vs previous 13F -1,744 shares

    0.46% of the 13F portfolio, value $2,272,218.

    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 51,948 shares
    Change vs previous 13F -3,083 shares

    0.47% of the 13F portfolio, value $2,287,783.

    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 55,031 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,633,222.

    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).