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Summit Wealth Group, LLC

SEC CIK
0001802865
Latest filing
Aug 4, 2026

COHR holding history

Coherent Corp. 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.

COHR overviewAll 13F holders of COHRFull Q2 2026 holdings

Shares (Q2 2026)
10,288
Value
$4.06M
% of portfolio
0.8%
Quarters held
2
Since Q1 2026
Holdings of COHR by Summit Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,288$4.06M0.8%00.0%UnchangedHolders
Q1 202610,288$2.45M0.6%+10,288NewHolders