Summit Wealth Group, LLC

SEC CIK: 0001802865
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

TRP holding history

TC Energy Corp 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.

TRP overview All 13F holders of TRP Full 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 TRP by Summit Wealth Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2021	0	$0	0.0%	−35−100.0%	Sold out	Holders
Q2 2021	35	$2.00K	<0.1%	+35	New	Holders