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Wednesday, October 28, 2026
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VOL. XII · NO. 117
Established MMXIV · George Town, Grand Cayman
Atlantic Edition · $4.50
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SUMMIT WEALTH GROUP LLC / CO
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All filings
Filing History
SUMMIT WEALTH GROUP LLC / CO
4 parsed filings · CIK 0002081278
Feb 5, 2026
13F HOLDINGS REPORT (Amended)
Q/E Dec 2025
266 pos · $646.0M
SEC
Feb 4, 2026
13F HOLDINGS REPORT
Q/E Dec 2025
273 pos · $754.1M
SEC
Nov 14, 2025
13F HOLDINGS REPORT
Q/E Sep 2025
245 pos · $299.5M
SEC
Aug 13, 2025
13F HOLDINGS REPORT
Q/E Jun 2025
236 pos · $398.3M
SEC