Filer Snapshot

Summit Wealth Group, LLC SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001802865.

Entity Type

Company

Total Filings

27

Latest Filing

06 Feb 2026

Industry

n/a

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Source: SEC Form 13F

13F-HR filed on 06 Feb 2026 for CIK 0001802865.

View Source Filing
Business address
205 Billings Farm Rd # 2 A, White River Junction, VT, 05001
Top securities (13F)
VOO, BND, IGIB, VEA, VXF, BNDX, DFAC, DFUV, USHY, MTUM, EAGL, DFAS, IXN, ICSH, BLV, MUB, VTEB, VHT, AGG, and ESGU
State of incorporation
VT
Fiscal year end
31 December

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Quick Takeaways

  • Summit Wealth Group, LLC is an SEC filer tracked under CIK 0001802865.
  • 27 filings are listed on this profile.
  • Common form coverage includes 13F-HR, N-PX.

What Changed

  • Latest filing: 13F-HR filed on 06 Feb 2026.
  • Report period: 31 Dec 2025.

Why This Matters

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Source Evidence

Source: SEC Form 13F

13F-HR filed on 06 Feb 2026 for CIK 0001802865.

View Source Filing

Filer Overview

Summit Wealth Group, LLC has filed 27 SEC EDGAR filings since 10 Feb 2020. Common forms include 13F-HR, N-PX.

Latest 13F filings

Latest Filings

Recent SEC filings for Summit Wealth Group, LLC with direct links to document and filing folders.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Feb 2026 31 Dec 2025 028-19826
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Oct 2025 30 Sep 2025 028-19826
N-PX Open N-PX document View SEC filing for N-PX 06 Aug 2025 30 Jun 2025 028-19826
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Aug 2025 30 Jun 2025 028-19826
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 May 2025 31 Mar 2025 028-19826
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Feb 2025 31 Dec 2024 028-19826
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Nov 2024 30 Sep 2024 028-19826
N-PX Open N-PX document View SEC filing for N-PX 02 Oct 2024 30 Jun 2024 028-19826
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jul 2024 30 Jun 2024 028-19826
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 May 2024 31 Mar 2024 028-19826
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Jan 2024 31 Dec 2023 028-19826
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Oct 2023 30 Sep 2023 028-19826
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jul 2023 30 Jun 2023 028-19826
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 May 2023 31 Mar 2023 028-19826
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Feb 2023 31 Dec 2022 028-19826
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Nov 2022 30 Sep 2022 028-19826
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Aug 2022 30 Jun 2022 028-19826
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 May 2022 31 Mar 2022 028-19826
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2022 31 Dec 2021 028-19826
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2021 30 Sep 2021 028-19826
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Nov 2021 30 Jun 2021 028-19826
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 May 2021 31 Mar 2021 028-19826
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2021 31 Dec 2020 028-19826
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Nov 2020 30 Sep 2020 028-19826
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Aug 2020 30 Jun 2020 028-19826
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 May 2020 31 Mar 2020 028-19826
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2020 31 Dec 2019 028-19826

About this filer

Summit Wealth Group, LLC files with the SEC under CIK 0001802865. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
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Updates follow new EDGAR submissions and periodic data refreshes.

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