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SUMMIT WEALTH GROUP LLC / CO: FTCB position timeline

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

SUMMIT WEALTH GROUP LLC / CO held 512,764 FTCB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 512,764 shares
    Change vs previous 13F +2,280 shares

    0.89% of the 13F portfolio, value $10,693,695.

    13F-HR 0002081278-26-000005 filed by SUMMIT WEALTH GROUP LLC / CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 510,484 shares
    Change vs previous 13F +308,541 shares

    1.13% of the 13F portfolio, value $10,709,779.

    13F-HR 0002081278-26-000003 filed by SUMMIT WEALTH GROUP LLC / CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 201,943 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $4,287,247.

    13F-HR 0002081278-26-000001 filed by SUMMIT WEALTH GROUP LLC / CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).