Ownership history in Summit Wealth Partners, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Summit Wealth Partners, LLC reported a position in ISHARES TR (IUSB). 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 | 311,914 | +34,767 | +12.5% | 2.68% | $14.5M | $46.22 |
| 2025 Q3 | ADDED | 277,147 | +27,393 | +11.0% | 2.34% | $12.9M | $45.75 |
| 2025 Q2 | ADDED | 249,754 | +28,317 | +12.8% | 2.20% | $11.5M | $44.80 |
| 2025 Q1 | ADDED | 221,437 | +37,697 | +20.5% | 2.07% | $10.2M | $44.18 |
| 2024 Q4 | ADDED | 183,740 | +37,954 | +26.0% | 1.71% | $8.3M | $43.04 |
| 2024 Q3 | ADDED | 145,786 | +127,165 | +682.9% | 1.32% | $6.9M | $44.26 |
| 2024 Q2 | INITIATED | 18,621 | — | — | 0.21% | $924K | — |
As of 2025 Q4 — sorted by position size