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Summit Wealth Group LLC

SEC CIK
0002081278
Latest filing
Jul 28, 2026

URI holding history

United Rentals, 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.

URI overviewAll 13F holders of URIFull Q2 2026 holdings

Shares (Q2 2026)
268
Value
$303.1K
% of portfolio
<0.1%
Quarters held
2
Since Q4 2025
Holdings of URI by Summit Wealth Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026268$303.1K<0.1%+268NewHolders
Q1 20260$00.0%−249−100.0%Sold outHolders
Q4 2025249$201.5K<0.1%+249NewHolders