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Lancaster Colony shares owned by Summit Wealth Group

Quarter-by-quarter ownership of Lancaster Colony (LANC) shares owned by Summit Wealth Group from 13F filings

Historical chart of Summit Wealth Group investment in Lancaster Colony

Tip: Access up to 7 years of quarterly data

All positions including Lancaster Colony held by Summit Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lancaster Colony by Summit Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $433k 2.5k 176.52
2024-06-30 $461k 2.4k 188.86

More positions owned by Summit Wealth Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Index Fds Extend Mkt Etf (VXF)
2023 Etf Series Trust Eagle Capital Se (EAGL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Global Tech Etf (IXN)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard World Health Car Etf (VHT)
Apple (AAPL)

View all positions for Summit Wealth Group

Top funds holding Lancaster Colony

BlackRock
Vanguard Group
State Street Corporation
William Blair Investment Management
Geode Capital Management
Champlain Investment Partners
Dimensional Fund Advisors
Diamond Hill Capital Management
London Company
Thrivent Financial for Lutherans
Silvercrest Asset Management Group
Renaissance Technologies
Btim
First Trust Advisors
Charles Schwab Investment Management

View all funds holding Lancaster Colony