Summit Wealth Partners, LLC

SEC CIK: 0002033312
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

RF holding history

Regions Financial Corp 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.

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

Shares (Q2 2026): 7,500
Value: $226.5K
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2025

Holdings of RF by Summit Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	7,500	$226.5K	<0.1%	+7,500	New	Holders
Q1 2026	0	$0	0.0%	−7,500−100.0%	Sold out	Holders
Q4 2025	7,500	$203.3K	<0.1%	+7,500	New	Holders