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SUMMIT WEALTH GROUP LLC / CO: SEIE position timeline

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

SUMMIT WEALTH GROUP LLC / CO held 2,672,072 SEIE 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 2,672,072 shares
    Change vs previous 13F +301,675 shares

    7.85% of the 13F portfolio, value $94,835,299.

    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 2,370,397 shares
    Change vs previous 13F +443,526 shares

    8.13% of the 13F portfolio, value $77,265,698.

    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 1,926,871 shares
    Change vs previous 13F +1,926,871 shares

    8.31% of the 13F portfolio, value $62,684,775.

    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).

  4. period ended2025-09-30
    13F/A 0 shares
    Change vs previous 13F -132,000 shares

    13F-HR 0002081278-25-000002 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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 132,000 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $3,890,819.

    13F-HR 0002081278-25-000001 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).