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Summit Wealth Group, LLC

SEC CIK
0001802865
Latest filing
Aug 4, 2026

CVS holding history

CVS Health 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.

CVS overviewAll 13F holders of CVSFull 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 CVS by Summit Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−30,060−100.0%Sold outHolders
Q1 202330,060$00.0%+30,060NewHolders