Summit Wealth Group, LLC

SEC CIK: 0001802865
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

MFA holding history

Mfa Financial, 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.

MFA overview All 13F holders of MFA Full Q2 2026 holdings

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2023

Holdings of MFA by Summit Wealth Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−10,000−100.0%	Sold out	Holders
Q3 2023	10,000	$96.0K	0.1%	+10,000	New	Holders
Q2 2023	0	$0	0.0%	−19,840−100.0%	Sold out	Holders
Q1 2023	19,840	$2	<0.1%	+19,840	New	Holders