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 2022 Q4 - filed Sept. 11, 2024
• Summit Wealth Partners 2024 Q1 - filed Sept. 11, 2024
• Summit Wealth Partners 2024 Q2 - filed Sept. 11, 2024 - new!
• 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 Q1 - 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 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