Live Markets
DJI
51,924.13
−1.56%
GSPC
7,389.25
−0.53%
IXIC
24,777.26
−0.40%
RUT
2,936.18
−0.60%
FTSE
10,908.41
+0.34%
GDAXI
25,460.48
−0.01%
FCHI
8,408.27
−0.60%
STOXX50E
6,248.84
−0.65%
XLE
58.76
+2.08%
XLF
56.93
−1.16%
DJI
51,924.13
−1.56%
GSPC
7,389.25
−0.53%
IXIC
24,777.26
−0.40%
RUT
2,936.18
−0.60%
FTSE
10,908.41
+0.34%
GDAXI
25,460.48
−0.01%
FCHI
8,408.27
−0.60%
STOXX50E
6,248.84
−0.65%
XLE
58.76
+2.08%
XLF
56.93
−1.16%
Wednesday, July 29, 2026
·
George Town, KY
·
29°
·
Partly Cloudy
Markets Open · NYSE
·
Newsletter
·
Masthead
·
Sign In
VOL. XII · NO. 117
Established MMXIV · George Town, Grand Cayman
Atlantic Edition · $4.50
The
Cayman
Journal
Finance · Business · Technology · Caribbean & Global Affairs
⌕
Research
Markets
13F
Insiders
Press Releases
Companies
People
Real Estate
Yacht
AI Agents + MCP
Business
Economy
Markets & Finance
Research Reports
Technology
Home
/
13F
/
SUMMIT WEALTH GROUP LLC / CO
/
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