Skip to main content

Summit Wealth Group LLC

SEC CIK
0002081278
Latest filing
Jul 28, 2026

LOW holding history

Lowes Companies 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.

LOW overviewAll 13F holders of LOWFull Q2 2026 holdings

Shares (Q2 2026)
5,901
Value
$1.30M
% of portfolio
0.1%
Quarters held
3
Since Q3 2025
Holdings of LOW by Summit Wealth Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,901$1.30M0.1%+4,498+320.6%AddedHolders
Q1 20261,403$331.4K<0.1%+1,403NewHolders
Q4 20250$00.0%−4,659−100.0%Sold outHolders
Q3 20254,659$968.2K0.1%+4,659NewHolders