Summit Wealth Group LLC

SEC CIK: 0002081278
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

F holding history

Ford Motor Co 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.

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

Shares (Q2 2026): 11,068
Value: $153.8K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of F by Summit Wealth Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	11,068	$153.8K	<0.1%	−7,683−41.0%	Reduced	Holders
Q1 2026	18,751	$216.4K	<0.1%	+18,751	New	Holders
Q4 2025	0	$0	0.0%	−10,374−100.0%	Sold out	Holders
Q3 2025	10,374	$128.8K	<0.1%	+10,374	New	Holders