SUMMIT WEALTH GROUP LLC / CO: ALL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SUMMIT WEALTH GROUP LLC / CO on ALL, newest first. How the timeline and the estimate are built.

SUMMIT WEALTH GROUP LLC / CO held 1,552 ALL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 1,552 shares
Change vs previous 13F +28 shares
0.03% of the 13F portfolio, value $369,283.
13F-HR 0002081278-26-000005 filed by SUMMIT WEALTH GROUP LLC / CO
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,524 shares
Change vs previous 13F +28 shares
0.03% of the 13F portfolio, value $315,986.
13F-HR 0002081278-26-000003 filed by SUMMIT WEALTH GROUP LLC / CO
Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,496 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $311,392.
13F-HR 0002081278-26-000001 filed by SUMMIT WEALTH GROUP LLC / CO
Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).