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, BRO, JPST, IGSB, IGIB, IUSB, BINC, IEFA, IQLT, VYM, SPY, IEF, IWB, DIA, and PG
State of incorporation
FL
Fiscal year end
31 December
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Summit Wealth Partners, LLC has filed 26 SEC EDGAR filings since 09 Sep 2024

Latest Filings

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