Summit Wealth Group, LLC

SEC CIK: 0001802865
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

BHC holding history

Bausch Health Companies 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.

BHC overview All 13F holders of BHC Full Q2 2026 holdings

Shares (Q2 2026): 11,918
Value: $58.8K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of BHC by Summit Wealth Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	11,918	$58.8K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	11,918	$64.4K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	11,918	$82.8K	<0.1%	00.0%	Unchanged	Holders
Q3 2025	11,918	$76.9K	<0.1%	+11,918	New	Holders