Summit Wealth Partners, LLC
- SEC CIK
- 0002033312
- Latest filing
- Aug 3, 2026
IPG holding history
Interpublic Group of Companies, Inc. 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.
IPG overviewAll 13F holders of IPGFull Q2 2026 holdings
- Shares (Q2 2024)
- 0
- Sold out in Q2 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2024 | 0 | $0 | 0.0% | −6,149−100.0% | Sold out | Holders |
| Q1 2024 | 6,149 | $200.6K | <0.1% | −62−1.0% | Reduced | Holders |
| Q4 2023 | 6,211 | $202.7K | <0.1% | +6,211 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −6,411−100.0% | Sold out | Holders |
| Q2 2023 | 6,411 | $247.3K | 0.1% | −265−4.0% | Reduced | Holders |
| Q1 2023 | 6,676 | $248.6K | 0.1% | −411−5.8% | Reduced | Holders |
| Q4 2022 | 7,087 | $236.1K | 0.1% | +7,087 | New | Holders |