Summit Wealth Partners, LLC

SEC CIK: 0002033312
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

GLTR holding history

abrdn Precious Metals Basket ETF Trust in every 13F filed by Summit Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

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

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2025

Holdings of GLTR by Summit Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−9,667−100.0%	Sold out	Holders
Q3 2025	9,667	$1.60M	0.3%	+2,930+43.5%	Added	Holders
Q2 2025	6,737	$930.7K	0.2%	+5,089+308.8%	Added	Holders
Q1 2025	1,648	$213.4K	<0.1%	+1,648	New	Holders