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Livermore
Livermore
ZHEN

Summit Wealth Partners, LLC

SEC CIK
0002033312
Latest filing
Aug 3, 2026

MMM holding history

3M Co 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.

MMM overviewAll 13F holders of MMMFull Q2 2026 holdings

Shares (Q2 2026)
5,040
Value
$816.1K
% of portfolio
0.1%
Quarters held
16
Since Q1 2021
Holdings of MMM by Summit Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,040$816.1K0.1%+10.0%AddedHolders
Q1 20265,039$731.8K0.1%+2,257+81.1%AddedHolders
Q4 20252,782$445.4K0.1%00.0%UnchangedHolders
Q3 20252,782$431.7K0.1%+10.0%AddedHolders
Q2 20252,781$423.3K0.1%−336−10.8%ReducedHolders
Q1 20253,117$457.8K0.1%+10.0%AddedHolders
Q4 20243,116$402.3K0.1%+10.0%AddedHolders
Q3 20243,115$425.8K0.1%+1,139+57.6%AddedHolders
Q2 20241,976$201.9K<0.1%+1,976NewHolders
Q4 20220$00.0%−1,975−100.0%Sold outHolders
Q3 20221,975$218.2K0.1%00.0%UnchangedHolders
Q2 20221,975$255.6K0.1%00.0%UnchangedHolders
Q1 20221,975$294.0K0.1%00.0%UnchangedHolders
Q4 20211,975$350.8K0.1%−175−8.1%ReducedHolders
Q3 20212,150$377.2K0.1%−436−16.9%ReducedHolders
Q2 20212,586$513.7K0.1%+722+38.7%AddedHolders
Q1 20211,864$359.2K0.1%––Holders

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