Skip to content
Disclosery

SUMMIT WEALTH GROUP LLC / CO: TMO position timeline

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

SUMMIT WEALTH GROUP LLC / CO held 707 TMO 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 707 shares
    Change vs previous 13F -42 shares

    0.03% of the 13F portfolio, value $354,575.

    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 749 shares
    Change vs previous 13F +749 shares

    0.04% of the 13F portfolio, value $368,156.

    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 0 shares
    Change vs previous 13F -3,656 shares

    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).

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

  4. period ended2025-09-30
    13F/A 3,656 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,850,377.

    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).