Filing History
SUMMIT WEALTH & RETIREMENT PLANNING, INC.
13 parsed filings · CIK 0001766995
- 13F HOLDINGS REPORTQ/E Dec 2025112 pos · $424.7MSEC
- 13F HOLDINGS REPORTQ/E Sep 2025106 pos · $406.9MSEC
- 13F HOLDINGS REPORTQ/E Jun 2025101 pos · $372.5MSEC
- 13F HOLDINGS REPORTQ/E Mar 202578 pos · $326.3MSEC
- 13F HOLDINGS REPORTQ/E Dec 202475 pos · $323.1MSEC
- 13F HOLDINGS REPORTQ/E Sep 202468 pos · $313.3MSEC
- 13F HOLDINGS REPORTQ/E Jun 202464 pos · $293.7MSEC
- 13F HOLDINGS REPORTQ/E Mar 202463 pos · $280.5MSEC
- 13F HOLDINGS REPORTQ/E Dec 202357 pos · $248.6MSEC
- 13F HOLDINGS REPORTQ/E Sep 202359 pos · $254.2MSEC
- 13F HOLDINGS REPORTQ/E Jun 2023104 pos · $267.4MSEC
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2023103 pos · $245.9MSEC
- 13F HOLDINGS REPORTQ/E Mar 2023103 pos · $245,942SEC