Ownership history in Stone Summit Wealth LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Stone Summit Wealth LLC reported a position in ISHARES TR (STIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 45,869 | +2,214 | +5.1% | 1.27% | $4.7M | $102.39 |
| 2025 Q3 | ADDED | 43,655 | +3,438 | +8.5% | 1.28% | $4.5M | $102.02 |
| 2025 Q2 | ADDED | 40,217 | +7,586 | +23.2% | 1.28% | $4.1M | $100.45 |
| 2025 Q1 | ADDED | 32,631 | +5,711 | +21.2% | 1.14% | $3.4M | $99.46 |
| 2024 Q4 | ADDED | 26,920 | +3,065 | +12.8% | 0.91% | $2.7M | $96.57 |
| 2024 Q3 | ADDED | 23,855 | +1,814 | +8.2% | 0.78% | $2.4M | $96.65 |
| 2024 Q2 | ADDED | 22,041 | +1,140 | +5.5% | 0.79% | $2.2M | $94.30 |
| 2024 Q1 | ADDED | 20,901 | +3,440 | +19.7% | 0.72% | $2.1M | $92.96 |
| 2023 Q4 | REDUCED | 17,461 | -1,245 | -6.7% | 0.66% | $1.7M | $92.17 |
| 2023 Q3 | REDUCED | 18,706 | -588 | -3.0% | 0.78% | $1.8M | $89.89 |
As of 2025 Q4 — sorted by position size