Summit Wealth Group LLC

SEC CIK: 0002081278
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

ALGN holding history

Align Technology Inc 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.

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

Shares (Q2 2026): 1,639
Value: $276.4K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of ALGN by Summit Wealth Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,639	$276.4K	<0.1%	+1+0.1%	Added	Holders
Q1 2026	1,638	$280.8K	<0.1%	+14+0.9%	Added	Holders
Q4 2025	1,624	$253.6K	<0.1%	+434+36.5%	Added	Holders
Q3 2025	1,190	$363.3K	<0.1%	+1,190	New	Holders