Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001802865-25-000004
Filing Date
2025-05-02
Accepted
2025-05-02 11:29:43
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-05-02

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1926
2 summit13f_1q2025.html INFORMATION TABLE  
2 summit13f_1q2025.xml INFORMATION TABLE 53051
  Complete submission text file 0001802865-25-000004.txt   56193
Mailing Address 205 BILLINGS FARM RD # 2A WHITE RIVER JUNCTION VT 05001
Business Address 205 BILLINGS FARM RD # 2A WHITE RIVER JUNCTION VT 05001 802-295-5300
Summit Wealth Group, LLC (Filer) CIK: 0001802865 (see all company filings)

EIN.: 020402320 | State of Incorp.: VT | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-19826 | Film No.: 25906413