SUMMIT WEALTH & RETIREMENT PLANNING, INC.

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Danville, CA
CIK
0001766995
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 59 254,229 13F-HR 7/26/2023 000176699523000008 SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Q1 2023 104 267,429 13F-HR 5/11/2023 000176699523000006 SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Q4 2022 103 245,942 RESTATEMENT 2/13/2023 000176699523000004 SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Q4 2022 103 245,942 13F-HR 2/9/2023 000176699523000002 SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Q3 2022 107 251,259 13F-HR 11/14/2022 000176699522000008 SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Q2 2022 112 260,525 13F-HR 8/2/2022 000176699522000006 SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Q1 2022 102 283,085 13F-HR 5/12/2022 000176699522000004 SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Q4 2021 90 292,534 13F-HR 2/3/2022 000176699522000002 SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Q3 2021 86 273,215 13F-HR 11/12/2021 000176699521000008 SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Q2 2021 78 270,295 13F-HR 8/13/2021 000176699521000006 SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Q1 2021 99 269,070 13F-HR 5/10/2021 000176699521000004 SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Q4 2020 111 263,633 13F-HR 2/9/2021 000176699521000002 SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Q3 2020 104 232,903 13F-HR 11/10/2020 000176699520000008 SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Q2 2020 110 213,173 13F-HR 8/13/2020 000176699520000006 SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Q1 2020 112 187,095 13F-HR 5/11/2020 000176699520000004 SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Q4 2019 124 224,570 13F-HR 2/10/2020 000176699520000002 SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Q3 2019 118 165,498 13F-HR 11/12/2019 000176699519000006 SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Q2 2019 131 170,974 13F-HR 8/6/2019 000176699519000004 SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Q1 2019 130 168,367 13F-HR 5/8/2019 000176699519000003 SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Q4 2018 105 131,873 13F-HR 2/8/2019 000101524719000002 SUMMIT WEALTH & RETIREMENT PLANNING, INC.