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Summit Wealth Partners, LLC

SEC CIK
0002033312
Latest filing
Aug 3, 2026

HPQ holding history

HP Inc in every 13F filed by Summit Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HPQ overviewAll 13F holders of HPQFull Q2 2026 holdings

Shares (Q2 2026)
9,899
Value
$217.2K
% of portfolio
<0.1%
Quarters held
4
Since Q4 2021
Holdings of HPQ by Summit Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,899$217.2K<0.1%+9,899NewHolders
Q4 20240$00.0%−5,630−100.0%Sold outHolders
Q3 20245,630$201.9K<0.1%+5,630NewHolders
Q2 20220$00.0%−5,650−100.0%Sold outHolders
Q1 20225,650$205.1K<0.1%00.0%UnchangedHolders
Q4 20215,650$212.8K<0.1%+5,650NewHolders