Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001802865-21-000001
Filing Date
2021-02-11
Accepted
2021-02-11 12:51:36
Documents
2
Period of Report
2020-12-31
Effectiveness Date
2021-02-11

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1890
2 SUMMIT INFORMATION TABLE swg4q20_13f.html INFORMATION TABLE  
2 SUMMIT INFORMATION TABLE swg4q20_13f.xml INFORMATION TABLE 24509
  Complete submission text file 0001802865-21-000001.txt   27622
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.: 21618195