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Livermore
Livermore
ZHEN

Summit Wealth Group, LLC

SEC CIK
0001802865
Latest filing
Aug 4, 2026

GOOG holding history

Alphabet 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.

GOOG overviewAll 13F holders of GOOGFull Q2 2026 holdings

Shares (Q2 2026)
2,904
Value
$1.03M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of GOOG by Summit Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,904$1.03M0.2%+90+3.2%AddedHolders
Q1 20262,814$807.3K0.2%+39+1.4%AddedHolders
Q4 20252,775$870.9K0.2%−107−3.7%ReducedHolders
Q3 20252,882$702.0K0.2%−162−5.3%ReducedHolders
Q2 20253,044$540.0K0.1%−136−4.3%ReducedHolders
Q1 20253,180$497.0K0.1%−667−17.3%ReducedHolders
Q4 20243,847$733.0K0.2%−529−12.1%ReducedHolders
Q3 20244,376$732.0K0.2%−11−0.3%ReducedHolders
Q2 20244,387$805.0K0.2%+73+1.7%AddedHolders
Q1 20244,314$657.0K0.4%−876−16.9%ReducedHolders
Q4 20235,190$731.0K0.6%−1,614−23.7%ReducedHolders
Q3 20236,804$897.0K0.8%00.0%UnchangedHolders
Q2 20236,804$823.0K0.3%−698,833−99.0%ReducedHolders
Q1 2023705,637$70.2%+699,332+11,091.7%AddedHolders
Q4 20226,305$559.0K0.6%+740+13.3%AddedHolders
Q3 20225,565$535.0K0.6%−115−2.0%ReducedConverted for a 20-for-1 splitHolders
Q2 2022284$622.0K0.7%00.0%UnchangedHolders
Q1 2022284$794.0K0.8%−172−37.7%ReducedHolders
Q4 2021456$1.32M1.5%−17−3.6%ReducedHolders
Q3 2021473$1.26M2.0%+24+5.3%AddedHolders
Q2 2021449$1.13M1.7%+317+240.2%AddedHolders
Q1 2021132$273.0K0.4%––Holders

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