Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001766995-25-000004
Filing Date
2025-08-06
Accepted
2025-08-06 17:20:11
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-08-06

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2096
2 informationtable30062025.html INFORMATION TABLE  
2 informationtable30062025.xml INFORMATION TABLE 38298
  Complete submission text file 0001766995-25-000004.txt   41654
Mailing Address 2000 CROW CANYON PLACE SUITE 410 SAN RAMON CA 94583
Business Address 2000 CROW CANYON PLACE SUITE 410 SAN RAMON CA 94583 925-927-1900
SUMMIT WEALTH & RETIREMENT PLANNING, INC. (Filer) CIK: 0001766995 (see all company filings)

EIN.: 472346871 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-19057 | Film No.: 251190721