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Ncino shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Ncino (NCNO) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Ncino

Tip: Access up to 7 years of quarterly data

All positions including Ncino held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ncino by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $638k 20k 31.80