Filing History
Summit Wealth Group, LLC
12 parsed filings · CIK 0001802865
- 13F HOLDINGS REPORTQ/E Dec 2025119 pos · $428.3MSEC
- 13F HOLDINGS REPORTQ/E Sep 2025111 pos · $413.5MSEC
- 13F HOLDINGS REPORTQ/E Jun 2025111 pos · $389,412SEC
- 13F HOLDINGS REPORTQ/E Mar 2025100 pos · $342,093SEC
- 13F HOLDINGS REPORTQ/E Dec 202498 pos · $345,176SEC
- 13F HOLDINGS REPORTQ/E Sep 202499 pos · $346,652SEC
- 13F HOLDINGS REPORTQ/E Jun 202496 pos · $333,291SEC
- 13F HOLDINGS REPORTQ/E Mar 202443 pos · $146,832SEC
- 13F HOLDINGS REPORTQ/E Dec 202339 pos · $112,062SEC
- 13F HOLDINGS REPORTQ/E Sep 202377 pos · $246,947SEC
- 13F HOLDINGS REPORTQ/E Jun 2023270 pos · $4,188SEC
- 13F HOLDINGS REPORTQ/E Mar 202331 pos · $94,748SEC