Summit Wealth Partners - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Summit Wealth Partners going back to Sept. 9, 2024
- Summit Wealth Partners 2025 Q3 - filed Oct. 21, 2025 - new!
- Summit Wealth Partners 2025 Q2 - filed Aug. 11, 2025
- Summit Wealth Partners 2025 Q1 - filed May 6, 2025
- Summit Wealth Partners 2024 Q4 - filed Jan. 27, 2025
- Summit Wealth Partners 2024 Q3 - filed Oct. 28, 2024
- Summit Wealth Partners 2022 Q1 - filed Sept. 11, 2024
- Summit Wealth Partners 2024 Q1 - filed Sept. 11, 2024
- Summit Wealth Partners 2024 Q2 - filed Sept. 11, 2024
- Summit Wealth Partners 2023 Q1 - filed Sept. 11, 2024
- Summit Wealth Partners 2023 Q2 - filed Sept. 11, 2024
- Summit Wealth Partners 2023 Q3 - filed Sept. 11, 2024
- Summit Wealth Partners 2023 Q4 - filed Sept. 11, 2024
- Summit Wealth Partners 2022 Q2 - filed Sept. 11, 2024
- Summit Wealth Partners 2022 Q3 - filed Sept. 11, 2024
- Summit Wealth Partners 2022 Q4 - filed Sept. 11, 2024
- Summit Wealth Partners 2021 Q1 - filed Sept. 10, 2024
- Summit Wealth Partners 2021 Q2 - filed Sept. 10, 2024
- Summit Wealth Partners 2021 Q3 - filed Sept. 10, 2024
- Summit Wealth Partners 2021 Q4 - filed Sept. 10, 2024
- Summit Wealth Partners 2020 Q1 - filed Sept. 10, 2024
- Summit Wealth Partners 2020 Q2 - filed Sept. 10, 2024
- Summit Wealth Partners 2020 Q3 - filed Sept. 10, 2024
- Summit Wealth Partners 2020 Q4 - filed Sept. 10, 2024
- Summit Wealth Partners 2019 Q4 - filed Sept. 9, 2024