Summit Wealth Group, LLC

CIK: 0002161287 | TULSA, OK

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	53	$59.0M	2026-11-10	SEC ↗
Q2 2026	13F-HR	62	$77.1M	2026-11-10	SEC ↗
Q1 2026	13F-HR	58	$71.6M	2026-11-10	SEC ↗
Q4 2025	13F-HR	65	$97.0M	2026-11-10	SEC ↗