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Summit Wealth Partners, LLC

SEC CIK
0002033312
Latest filing
Aug 3, 2026

INTC holding history

Intel Corp 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.

INTC overviewAll 13F holders of INTCFull Q2 2026 holdings

Shares (Q2 2026)
5,484
Value
$765.7K
% of portfolio
0.1%
Quarters held
8
Since Q1 2021
Holdings of INTC by Summit Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,484$765.7K0.1%00.0%UnchangedHolders
Q1 20265,484$242.0K<0.1%+5,484NewHolders
Q3 20240$00.0%−6,867−100.0%Sold outHolders
Q2 20246,867$212.7K<0.1%00.0%UnchangedHolders
Q1 20246,867$303.3K0.1%−600−8.0%ReducedHolders
Q4 20237,467$375.2K0.1%+7,467NewHolders
Q4 20210$00.0%−4,501−100.0%Sold outHolders
Q3 20214,501$239.8K0.1%00.0%UnchangedHolders
Q2 20214,501$252.7K0.1%00.0%UnchangedHolders
Q1 20214,501$288.1K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.