Filing History
Summit Wealth Partners, LLC
25 parsed filings · CIK 0002033312
- 13F HOLDINGS REPORTQ/E Dec 2025203 pos · $541.2MSEC
- 13F HOLDINGS REPORTQ/E Sep 2025212 pos · $554.1MSEC
- 13F HOLDINGS REPORTQ/E Jun 2025213 pos · $524.4MSEC
- 13F HOLDINGS REPORTQ/E Mar 2025208 pos · $493.0MSEC
- 13F HOLDINGS REPORTQ/E Dec 2024199 pos · $487.0MSEC
- 13F HOLDINGS REPORTQ/E Sep 2024236 pos · $519.3MSEC
- 13F HOLDINGS REPORTQ/E Sep 2024175 pos · $376.9MSEC
- 13F HOLDINGS REPORTQ/E Sep 2024157 pos · $354.4MSEC
- 13F HOLDINGS REPORTQ/E Sep 2024182 pos · $398.8MSEC
- 13F HOLDINGS REPORTQ/E Sep 2024165 pos · $441.7MSEC
- 13F HOLDINGS REPORTQ/E Sep 2024213 pos · $430.8MSEC
- 13F HOLDINGS REPORTQ/E Sep 2024161 pos · $373.5MSEC
- 13F HOLDINGS REPORTQ/E Sep 2024186 pos · $389.2MSEC
- 13F HOLDINGS REPORTQ/E Sep 2024184 pos · $391.9MSEC
- 13F HOLDINGS REPORTQ/E Sep 2024223 pos · $481.7MSEC
- 13F HOLDINGS REPORTQ/E Sep 2024221 pos · $469.1MSEC
- 13F HOLDINGS REPORTQ/E Sep 2024144 pos · $367.7MSEC
- 13F HOLDINGS REPORTQ/E Sep 2024148 pos · $332.6MSEC
- 13F HOLDINGS REPORTQ/E Sep 2024162 pos · $466.3MSEC
- 13F HOLDINGS REPORTQ/E Sep 2024149 pos · $423.4MSEC
- 13F HOLDINGS REPORTQ/E Sep 2024149 pos · $390.1MSEC
- 13F HOLDINGS REPORTQ/E Sep 2024154 pos · $418.7MSEC
- 13F HOLDINGS REPORTQ/E Sep 2024143 pos · $309.7MSEC
- 13F HOLDINGS REPORTQ/E Sep 2024108 pos · $245.8MSEC
- 13F HOLDINGS REPORTQ/E Sep 2024118 pos · $289.1MSEC