Summit Wealth Partners, LLC: WM position timeline

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

Summit Wealth Partners, LLC held 992 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

period ended2026-06-30
13F 992 shares
Change vs previous 13F +30 shares
0.03% of the 13F portfolio, value $221,097.
13F-HR 0002033312-26-000003 filed by Summit Wealth Partners, LLC
Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 962 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $221,058.
13F-HR 0002033312-26-000002 filed by Summit Wealth Partners, LLC
Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).