SUMMIT WEALTH GROUP LLC / CO: SEIQ position timeline

SUMMIT WEALTH GROUP LLC / CO held 1,645,704 SEIQ 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 1,645,704 shares

   Change vs previous 13F +194,714 shares

   5.37% of the 13F portfolio, value $64,857,185.

   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).

2. period ended2026-03-31

   13F 1,450,990 shares

   Change vs previous 13F +317,745 shares

   5.56% of the 13F portfolio, value $52,830,546.

   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).

3. period ended2025-12-31

   13F 1,133,245 shares

   Change vs previous 13F +1,133,245 shares

   5.85% of the 13F portfolio, value $44,117,228.

   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).

4. period ended2025-09-30

   13F/A 0 shares

   Change vs previous 13F -87,246 shares

   13F-HR 0002081278-25-000002 filed by SUMMIT WEALTH GROUP LLC / CO
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   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 87,246 shares

   Change vs previous 13F not available

   0.81% of the 13F portfolio, value $3,243,806.

   13F-HR 0002081278-25-000001 filed by SUMMIT WEALTH GROUP LLC / CO
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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