Summit Wealth Group, LLC

SEC CIK: 0001802865
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

BR holding history

Broadridge Financial Solutions, 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.

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

Shares (Q3 2021): 0; Sold out in Q3 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2021

Holdings of BR by Summit Wealth Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2021	0	$0	0.0%	−4−100.0%	Sold out	Holders
Q2 2021	4	$1.00K	<0.1%	00.0%	Unchanged	Holders
Q1 2021	4	$1.00K	<0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.