Skip to main content

Summit Wealth Group LLC

SEC CIK
0002081278
Latest filing
Jul 28, 2026

CMI holding history

Cummins 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.

CMI overviewAll 13F holders of CMIFull Q2 2026 holdings

Shares (Q2 2026)
409
Value
$291.6K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of CMI by Summit Wealth Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026409$291.6K<0.1%+32+8.5%AddedHolders
Q1 2026377$202.8K<0.1%+377NewHolders