Ownership history in Summit Wealth Group, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Summit Wealth Group, LLC reported a position in ISHARES TR (MUB). 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 | REDUCED | 81,767 | -1,252 | -1.5% | 2.04% | $8.8M | $106.55 |
| 2025 Q3 | REDUCED | 83,019 | -2,041 | -2.4% | 2.14% | $8.8M | $104.81 |
| 2025 Q2 | ADDED | 85,060 | +55,552 | +188.3% | 2.28% | $8.9M | $102.01 |
| 2025 Q1 | ADDED | 29,508 | +8,461 | +40.2% | 0.91% | $3.1M | $102.12 |
| 2024 Q4 | UNCHANGED | 21,047 | — | 0% | 0.65% | $2.2M | $102.67 |
| 2024 Q3 | REDUCED | 21,047 | -591 | -2.7% | 0.66% | $2.3M | $103.62 |
| 2024 Q2 | REDUCED | 21,638 | -1,644 | -7.1% | 0.69% | $2.3M | $100.89 |
| 2023 Q2 | REDUCED | 23,282 | -2,421,770 | -99.0% | 1.01% | $2.5M | $98.21 |
| 2023 Q1 | INITIATED | 2,445,052 | — | — | 0.55% | $23K | $98.50 |
As of 2025 Q4 — sorted by position size