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Summit Wealth Group, LLC

SEC CIK
0001802865
Latest filing
Aug 4, 2026

PPLI holding history

People 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.

PPLI overviewAll 13F holders of PPLIFull Q2 2026 holdings

Shares (Q3 2021)
0
Sold out in Q3 2021
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q2 2021
Holdings of PPLI by Summit Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20210$00.0%−60−100.0%Sold outHolders
Q2 202160$9.00K<0.1%+60NewHolders