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Livermore
Livermore
ZHEN

Summit Wealth Group, LLC

SEC CIK
0001802865
Latest filing
Aug 4, 2026

GOOGL 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.

GOOGL overviewAll 13F holders of GOOGLFull Q2 2026 holdings

Shares (Q2 2026)
3,396
Value
$1.21M
% of portfolio
0.2%
Quarters held
20
Since Q1 2021
Holdings of GOOGL by Summit Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,396$1.21M0.2%−78−2.2%ReducedHolders
Q1 20263,474$998.9K0.2%+335+10.7%AddedHolders
Q4 20253,139$982.5K0.2%+381+13.8%AddedHolders
Q3 20252,758$670.5K0.2%+5+0.2%AddedHolders
Q2 20252,753$485.0K0.1%−82−2.9%ReducedHolders
Q1 20252,835$438.0K0.1%−187−6.2%ReducedHolders
Q4 20243,022$572.0K0.2%00.0%UnchangedHolders
Q3 20243,022$501.0K0.1%00.0%UnchangedHolders
Q2 20243,022$550.0K0.2%+58+2.0%AddedHolders
Q1 20242,964$447.0K0.3%00.0%UnchangedHolders
Q4 20232,964$414.0K0.3%00.0%UnchangedHolders
Q3 20232,964$388.0K0.3%00.0%UnchangedHolders
Q2 20232,964$355.0K0.1%−304,492−99.0%ReducedHolders
Q1 2023307,456$30.1%+304,972+12,277.5%AddedHolders
Q4 20222,484$219.0K0.2%+2,484NewHolders
Q2 20220$00.0%−92−100.0%Sold outHolders
Q1 202292$256.0K0.3%+2+2.2%AddedHolders
Q4 202190$261.0K0.3%−17−15.9%ReducedHolders
Q3 2021107$286.0K0.5%−7−6.1%ReducedHolders
Q2 2021114$278.0K0.4%−2−1.7%ReducedHolders
Q1 2021116$239.0K0.4%––Holders

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