Summit Wealth Group, LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
White River Junction, VT
CIK
0001802865
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 77 246,947 13F-HR 7/26/2023 000180286523000002 Summit Wealth Group, LLC
Q1 2023 270 4,188 13F-HR 5/10/2023 000184470923000003 Summit Wealth Group, LLC
Q4 2022 31 94,748 13F-HR 2/8/2023 000180286523000001 Summit Wealth Group, LLC
Q3 2022 23 84,776 13F-HR 11/9/2022 000180286522000004 Summit Wealth Group, LLC
Q2 2022 23 84,647 13F-HR 8/10/2022 000180286522000003 Summit Wealth Group, LLC
Q1 2022 28 95,479 13F-HR 5/4/2022 000180286522000002 Summit Wealth Group, LLC
Q4 2021 30 87,750 13F-HR 2/14/2022 000180286522000001 Summit Wealth Group, LLC
Q3 2021 43 63,236 13F-HR 11/12/2021 000180286521000005 Summit Wealth Group, LLC
Q2 2021 213 67,337 13F-HR 11/2/2021 000180286521000004 Summit Wealth Group, LLC
Q1 2021 196 62,065 13F-HR 5/11/2021 000180286521000002 Summit Wealth Group, LLC
Q4 2020 41 159,399 13F-HR 2/11/2021 000180286521000001 Summit Wealth Group, LLC
Q3 2020 30 115,149 13F-HR 11/6/2020 000180286520000004 Summit Wealth Group, LLC
Q2 2020 28 109,353 13F-HR 8/6/2020 000180286520000003 Summit Wealth Group, LLC
Q1 2020 27 98,693 13F-HR 5/12/2020 000180286520000002 Summit Wealth Group, LLC
Q4 2019 28 105,970 13F-HR 2/10/2020 000180286520000001 Summit Wealth Group, LLC