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Livermore
Livermore
ZHEN

Summit Wealth Partners, LLC

SEC CIK
0002033312
Latest filing
Aug 3, 2026

SSB holding history

SouthState Bank 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.

SSB overviewAll 13F holders of SSBFull Q2 2026 holdings

Shares (Q2 2026)
8,805
Value
$879.6K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SSB by Summit Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,805$879.6K0.1%00.0%UnchangedHolders
Q1 20268,805$814.6K0.1%00.0%UnchangedHolders
Q4 20258,805$828.6K0.2%−1,678−16.0%ReducedHolders
Q3 202510,483$1.04M0.2%00.0%UnchangedHolders
Q2 202510,483$964.8K0.2%00.0%UnchangedHolders
Q1 202510,483$973.0K0.2%+1,678+19.1%AddedHolders
Q4 20248,805$875.9K0.2%00.0%UnchangedHolders
Q3 20248,805$855.7K0.2%00.0%UnchangedHolders
Q2 20248,805$672.9K0.1%00.0%UnchangedHolders
Q1 20248,805$748.7K0.2%00.0%UnchangedHolders
Q4 20238,805$743.6K0.2%00.0%UnchangedHolders
Q3 20238,805$593.1K0.2%00.0%UnchangedHolders
Q2 20238,805$579.4K0.1%00.0%UnchangedHolders
Q1 20238,805$627.4K0.2%00.0%UnchangedHolders
Q4 20228,805$672.4K0.2%00.0%UnchangedHolders
Q3 20228,805$696.7K0.2%00.0%UnchangedHolders
Q2 20228,805$679.3K0.2%00.0%UnchangedHolders
Q1 20228,805$718.4K0.2%00.0%UnchangedHolders
Q4 20218,805$705.4K0.2%00.0%UnchangedHolders
Q3 20218,805$657.5K0.2%00.0%UnchangedHolders
Q2 20218,805$719.9K0.2%00.0%UnchangedHolders
Q1 20218,805$691.3K0.2%––Holders

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