Skip to main content

Summit Wealth Group, LLC

SEC CIK
0001802865
Latest filing
Aug 4, 2026

AFL holding history

Aflac Inc in every 13F filed by Summit Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AFL overviewAll 13F holders of AFLFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q1 2023
Holdings of AFL by Summit Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−12,904−100.0%Sold outHolders
Q1 202312,904$00.0%+12,904NewHolders