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

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

SUMMIT WEALTH & RETIREMENT PLANNING, INC. held 6,673 VOO 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 6,673 shares
    Change vs previous 13F -636 shares

    0.97% of the 13F portfolio, value $4,582,963.

    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 7,309 shares
    Change vs previous 13F -280 shares

    1.04% of the 13F portfolio, value $4,367,782.

    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 7,589 shares
    Change vs previous 13F +101 shares

    1.12% of the 13F portfolio, value $4,759,290.

    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 7,488 shares
    Change vs previous 13F -51 shares

    1.13% of the 13F portfolio, value $4,585,501.

    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 7,539 shares
    Change vs previous 13F +833 shares

    1.15% of the 13F portfolio, value $4,282,378.

    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 6,706 shares
    Change vs previous 13F +5,891 shares

    1.06% of the 13F portfolio, value $3,446,280.

    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 815 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $439,130.

    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).