Summit Wealth Group LLC

SEC CIK: 0002081278
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

GAB holding history

Gabelli Equity Trust 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.

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

Shares (Q2 2026): 11,348
Value: $64.2K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of GAB by Summit Wealth Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	11,348	$64.2K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	11,348	$63.5K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	11,348	$70.0K	<0.1%	+11,348	New	Holders