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Summit Wealth Group, LLC

SEC CIK
0001802865
Latest filing
Aug 4, 2026

CBOE holding history

Cboe Global Markets, 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.

CBOE overviewAll 13F holders of CBOEFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q1 2021
Holdings of CBOE by Summit Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−12,082−100.0%Sold outHolders
Q1 202312,082$00.0%+12,082NewHolders
Q3 20210$00.0%−96−100.0%Sold outHolders
Q2 202196$11.0K<0.1%00.0%UnchangedHolders
Q1 202196$9.00K<0.1%––Holders

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