Ownership history in Summit Wealth Partners, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which Summit Wealth Partners, LLC reported a position in ISHARES TR (IBTF). 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 Q3 | REDUCED | 36,869 | -5,532 | -13.0% | 0.16% | $861K | $23.13 |
| 2025 Q2 | REDUCED | 42,401 | -3,289 | -7.2% | 0.19% | $990K | $22.88 |
| 2025 Q1 | REDUCED | 45,690 | -30,975 | -40.4% | 0.22% | $1.1M | $22.65 |
| 2024 Q4 | REDUCED | 76,665 | -1,894 | -2.4% | 0.37% | $1.8M | $22.44 |
As of 2025 Q4 — sorted by position size