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Summit Wealth Group LLC

SEC CIK
0002081278
Latest filing
Jul 28, 2026

TMO holding history

Thermo Fisher Scientific 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.

TMO overviewAll 13F holders of TMOFull Q2 2026 holdings

Shares (Q2 2026)
707
Value
$354.6K
% of portfolio
<0.1%
Quarters held
3
Since Q3 2025
Holdings of TMO by Summit Wealth Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026707$354.6K<0.1%−42−5.6%ReducedHolders
Q1 2026749$368.2K<0.1%+749NewHolders
Q4 20250$00.0%−3,656−100.0%Sold outHolders
Q3 20253,656$1.85M0.3%+3,656NewHolders