Summit Wealth Group LLC

SEC CIK: 0002081278
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

FDX holding history

FedEx Corp 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.

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

Shares (Q2 2026): 937
Value: $293.4K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of FDX by Summit Wealth Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	937	$293.4K	<0.1%	+55+6.2%	Added	Holders
Q1 2026	882	$314.2K	<0.1%	+30+3.5%	Added	Holders
Q4 2025	852	$246.1K	<0.1%	+852	New	Holders