Summit Wealth Group, LLC

SEC CIK: 0001802865
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co 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.

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

Shares (Q2 2023): 0; Sold out in Q2 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q1 2023

Holdings of SO by Summit Wealth Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	0	$0	0.0%	−86,488−100.0%	Sold out	Holders
Q1 2023	86,488	$1	<0.1%	+86,488	New	Holders