Summit Wealth Group LLC / CoETFConcentrated trader

CIK: 0002081278 | COLORADO SPRINGS, CO

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	439	$1.6B	2026-10-29	SEC ↗
Q2 2026	13F-HR	396	$1.2B	2026-07-28	SEC ↗
Q1 2026	13F-HR	339	$950.4M	2026-04-23	SEC ↗
Q4 2025	13F-HR	273	$754.1M	2026-02-04	SEC ↗
Q3 2025Amended	13F-HR/A	245	$299.5M	2025-11-14	SEC ↗
Q2 2025	13F-HR	236	$398.3M	2025-08-13	SEC ↗