Summit Wealth Group, LLC

Business address
205 Billings Farm Rd # 2 A, White River Junction, VT, 05001
State of incorporation
VT
Fiscal year end
December 31
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Summit Wealth Group, LLC has filed 26 SEC EDGAR filings since 2/10/2020

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Oct 23, 2025 Sep 30, 2025 028-19826
N-PX Open Document Open Filing Aug 6, 2025 Jun 30, 2025 028-19826
13F-HR Open Document Open Filing Aug 6, 2025 Jun 30, 2025 028-19826
13F-HR Open Document Open Filing May 2, 2025 Mar 31, 2025 028-19826
13F-HR Open Document Open Filing Feb 4, 2025 Dec 31, 2024 028-19826
13F-HR Open Document Open Filing Nov 8, 2024 Sep 30, 2024 028-19826
N-PX Open Document Open Filing Oct 2, 2024 Jun 30, 2024 028-19826
13F-HR Open Document Open Filing Jul 31, 2024 Jun 30, 2024 028-19826
13F-HR Open Document Open Filing May 1, 2024 Mar 31, 2024 028-19826
13F-HR Open Document Open Filing Jan 30, 2024 Dec 31, 2023 028-19826
13F-HR Open Document Open Filing Oct 31, 2023 Sep 30, 2023 028-19826
13F-HR Open Document Open Filing Jul 26, 2023 Jun 30, 2023 028-19826
13F-HR Open Document Open Filing May 10, 2023 Mar 31, 2023 028-19826
13F-HR Open Document Open Filing Feb 8, 2023 Dec 31, 2022 028-19826
13F-HR Open Document Open Filing Nov 9, 2022 Sep 30, 2022 028-19826
13F-HR Open Document Open Filing Aug 10, 2022 Jun 30, 2022 028-19826
13F-HR Open Document Open Filing May 4, 2022 Mar 31, 2022 028-19826
13F-HR Open Document Open Filing Feb 14, 2022 Dec 31, 2021 028-19826
13F-HR Open Document Open Filing Nov 12, 2021 Sep 30, 2021 028-19826
13F-HR Open Document Open Filing Nov 2, 2021 Jun 30, 2021 028-19826
13F-HR Open Document Open Filing May 11, 2021 Mar 31, 2021 028-19826
13F-HR Open Document Open Filing Feb 11, 2021 Dec 31, 2020 028-19826
13F-HR Open Document Open Filing Nov 6, 2020 Sep 30, 2020 028-19826
13F-HR Open Document Open Filing Aug 6, 2020 Jun 30, 2020 028-19826
13F-HR Open Document Open Filing May 12, 2020 Mar 31, 2020 028-19826
13F-HR Open Document Open Filing Feb 10, 2020 Dec 31, 2019 028-19826