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
Download as csvQuarterly 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 |
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