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 (IVV). 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 | 41,649 | +2,179 | +5.5% | 5.27% | $28.5M | $683.12 |
| 2025 Q3 | ADDED | 39,470 | +3,691 | +10.3% | 4.77% | $26.4M | $665.17 |
| 2025 Q2 | ADDED | 35,779 | +17,506 | +95.8% | 4.24% | $22.2M | $615.21 |
| 2025 Q1 | ADDED | 18,273 | +4,319 | +31.0% | 2.08% | $10.3M | $555.02 |
| 2024 Q4 | REDUCED | 13,954 | -3,563 | -20.3% | 1.69% | $8.2M | $579.67 |
| 2024 Q3 | ADDED | 17,517 | +10,656 | +155.3% | 1.95% | $10.1M | $566.00 |
| 2024 Q2 | INITIATED | 6,861 | — | — | 0.70% | $3.1M | — |
As of 2025 Q4 — sorted by position size