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Summit Wealth Partners, LLC: XSOE position timeline

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

Summit Wealth Partners, LLC held 21,752 XSOE 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 21,752 shares
    Change vs previous 13F -3,773 shares

    0.15% of the 13F portfolio, value $1,069,745.

    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 25,525 shares
    Change vs previous 13F -2,453 shares

    0.16% of the 13F portfolio, value $1,023,566.

    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 27,978 shares
    Change vs previous 13F -5,238 shares

    0.2% of the 13F portfolio, value $1,091,715.

    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 33,216 shares
    Change vs previous 13F -5,483 shares

    0.23% of the 13F portfolio, value $1,260,216.

    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 38,699 shares
    Change vs previous 13F -65,072 shares

    0.25% of the 13F portfolio, value $1,334,329.

    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 103,771 shares
    Change vs previous 13F -19,267 shares

    0.65% of the 13F portfolio, value $3,203,403.

    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 123,038 shares
    Change vs previous 13F -13,831 shares

    0.77% of the 13F portfolio, value $3,750,186.

    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 136,869 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $4,520,775.

    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).