Summit Wealth Group, LLC

SEC CIK: 0001802865
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

PVBC holding history

Provident Bancorp, 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.

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

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2025

Holdings of PVBC by Summit Wealth Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−22,200−100.0%	Sold out	Holders
Q3 2025	22,200	$278.2K	0.1%	−2,750−11.0%	Reduced	Holders
Q2 2025	24,950	$312.0K	0.1%	+24,950	New	Holders