Skip to content
Disclosery

Summit Wealth Partners, LLC: VYM position timeline

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

Summit Wealth Partners, LLC held 77,091 VYM 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 77,091 shares
    Change vs previous 13F +596 shares

    1.74% of the 13F portfolio, value $12,182,652.

    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 76,495 shares
    Change vs previous 13F -1,327 shares

    1.79% of the 13F portfolio, value $11,328,971.

    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 77,822 shares
    Change vs previous 13F -1,257 shares

    2.06% of the 13F portfolio, value $11,168,993.

    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 79,079 shares
    Change vs previous 13F -602 shares

    2.01% of the 13F portfolio, value $11,146,122.

    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 79,681 shares
    Change vs previous 13F +3,387 shares

    2.03% of the 13F portfolio, value $10,622,222.

    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 76,294 shares
    Change vs previous 13F -1,201 shares

    2% of the 13F portfolio, value $9,838,848.

    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 77,495 shares
    Change vs previous 13F -5,169 shares

    2.03% of the 13F portfolio, value $9,887,625.

    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 82,664 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $10,597,514.

    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).