Summit Wealth Group - Portfolio Holdings by Quarter

Historical 13F-HR SEC quarterly filings for Summit Wealth Group going back to Feb. 10, 2020

• Summit Wealth Group 2024 Q3 - filed Nov. 8, 2024 - new!
• Summit Wealth Group 2024 Q2 - filed July 31, 2024
• Summit Wealth Group 2024 Q1 - filed May 1, 2024
• Summit Wealth Group 2023 Q4 - filed Jan. 30, 2024
• Summit Wealth Group 2023 Q3 - filed Oct. 31, 2023
• Summit Wealth Group 2023 Q2 - filed July 26, 2023
• Summit Wealth Group 2023 Q1 - filed May 10, 2023
• Summit Wealth Group 2022 Q4 - filed Feb. 8, 2023
• Summit Wealth Group 2022 Q3 - filed Nov. 9, 2022
• Summit Wealth Group 2022 Q2 - filed Aug. 10, 2022
• Summit Wealth Group 2022 Q1 - filed May 4, 2022
• Summit Wealth Group 2021 Q4 - filed Feb. 14, 2022
• Summit Wealth Group 2021 Q3 - filed Nov. 12, 2021
• Summit Wealth Group 2021 Q2 - filed Nov. 2, 2021
• Summit Wealth Group 2021 Q1 - filed May 11, 2021
• Summit Wealth Group 2020 Q4 - filed Feb. 11, 2021
• Summit Wealth Group 2020 Q3 - filed Nov. 6, 2020
• Summit Wealth Group 2020 Q2 - filed Aug. 6, 2020
• Summit Wealth Group 2020 Q1 - filed May 12, 2020
• Summit Wealth Group 2019 Q4 - filed Feb. 10, 2020