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Disclosery

Summit Wealth Partners, LLC: XLP position timeline

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

Summit Wealth Partners, LLC held 2,586 XLP 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 2,586 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $214,819.

    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 2,586 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $212,000.

    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).