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SUMMIT WEALTH & RETIREMENT PLANNING, INC.: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SUMMIT WEALTH & RETIREMENT PLANNING, INC. on IWD, newest first. How the timeline and the estimate are built.

SUMMIT WEALTH & RETIREMENT PLANNING, INC. held 58,572 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,572 shares
    Change vs previous 13F -549 shares

    3.01% of the 13F portfolio, value $14,199,493.

    13F-HR 0001766995-26-000004 filed by SUMMIT WEALTH & RETIREMENT PLANNING, INC.
    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 59,121 shares
    Change vs previous 13F -387 shares

    3.01% of the 13F portfolio, value $12,632,281.

    13F-HR 0001766995-26-000003 filed by SUMMIT WEALTH & RETIREMENT PLANNING, INC.
    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 59,508 shares
    Change vs previous 13F -1,533 shares

    2.95% of the 13F portfolio, value $12,516,812.

    13F-HR 0001766995-26-000001 filed by SUMMIT WEALTH & RETIREMENT PLANNING, INC.
    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 61,041 shares
    Change vs previous 13F -185 shares

    3.05% of the 13F portfolio, value $12,427,239.

    13F-HR 0001766995-25-000008 filed by SUMMIT WEALTH & RETIREMENT PLANNING, INC.
    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 61,226 shares
    Change vs previous 13F -293 shares

    3.19% of the 13F portfolio, value $11,891,833.

    13F-HR 0001766995-25-000004 filed by SUMMIT WEALTH & RETIREMENT PLANNING, INC.
    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 61,519 shares
    Change vs previous 13F -2,977 shares

    3.55% of the 13F portfolio, value $11,575,325.

    13F-HR 0001766995-25-000002 filed by SUMMIT WEALTH & RETIREMENT PLANNING, INC.
    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 64,496 shares
    Change vs previous 13F -250 shares

    3.7% of the 13F portfolio, value $11,940,055.

    13F-HR 0001766995-25-000001 filed by SUMMIT WEALTH & RETIREMENT PLANNING, INC.
    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 64,746 shares
    Change vs previous 13F not available

    3.92% of the 13F portfolio, value $12,288,700.

    13F-HR 0001766995-24-000008 filed by SUMMIT WEALTH & RETIREMENT PLANNING, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).