Summit Wealth Partners, LLC SEC EDGAR Filings (CIK 0002033312)

SEC EDGAR filings, ownership reports, and insider transactions for Summit Wealth Partners, LLC.

Business address
800 N. Orange Ave, Suite 302, Orlando, FL, 32801
Top securities (13F)
IVV, IWF, QUAL, QQQ, AGG, USMV, JPST, BINC, BRO, IGSB, IUSB, IGIB, IEFA, VYM, IQLT, IWB, IEF, SPY, AVLV, and ITOT
State of incorporation
FL
Fiscal year end
31 December
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Summit Wealth Partners, LLC has filed 27 SEC EDGAR filings since 09 Sep 2024

Latest Filings

Recent SEC filings for Summit Wealth Partners, LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Jan 2026 31 Dec 2025 028-24363
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Oct 2025 30 Sep 2025 028-24363
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Aug 2025 30 Jun 2025 028-24363
N-PX Open N-PX document View SEC filing for N-PX 07 Aug 2025 30 Jun 2025 028-24363
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 May 2025 31 Mar 2025 028-24363
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Jan 2025 31 Dec 2024 028-24363
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Oct 2024 30 Sep 2024 028-24363
N-PX Open N-PX document View SEC filing for N-PX 21 Oct 2024 30 Jun 2024 028-24363
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Sep 2024 30 Jun 2024 028-24363
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Sep 2024 31 Mar 2024 028-24363
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Sep 2024 31 Dec 2023 028-24363
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Sep 2024 30 Sep 2023 028-24363
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Sep 2024 30 Jun 2023 028-24363
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Sep 2024 31 Mar 2023 028-24363
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Sep 2024 31 Dec 2022 028-24363
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Sep 2024 30 Sep 2022 028-24363
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Sep 2024 30 Jun 2022 028-24363
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Sep 2024 31 Mar 2022 028-24363
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Sep 2024 31 Dec 2021 028-24363
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Sep 2024 30 Sep 2021 028-24363
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Sep 2024 30 Jun 2021 028-24363
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Sep 2024 31 Mar 2021 028-24363
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Sep 2024 31 Dec 2020 028-24363
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Sep 2024 30 Sep 2020 028-24363
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Sep 2024 30 Jun 2020 028-24363
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Sep 2024 31 Mar 2020 028-24363
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Sep 2024 31 Dec 2019 028-24363

About this filer

Summit Wealth Partners, LLC files with the SEC under CIK 0002033312. 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.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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