Summit Wealth Partners, LLC

SEC CIK: 0002033312
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

SUN holding history

Sunoco LP 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.

SUN overview All 13F holders of SUN Full Q2 2026 holdings

Shares (Q2 2026): 3,716
Value: $250.8K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2025

Holdings of SUN by Summit Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,716	$250.8K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	3,716	$241.4K	<0.1%	+3,716	New	Holders
Q2 2025	0	$0	0.0%	−3,716−100.0%	Sold out	Holders
Q1 2025	3,716	$215.8K	<0.1%	+3,716	New	Holders