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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001802865-24-000002
Filing Date
2024-05-01
Accepted
2024-05-01 14:31:25
Documents
2
Period of Report
2024-03-31
Effectiveness Date
2024-05-01

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1923
2 SWG13f_1q2024.html INFORMATION TABLE  
2 SWG13f_1q2024.xml INFORMATION TABLE 22800
  Complete submission text file 0001802865-24-000002.txt   25943
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)

IRS No.: 020402320 | State of Incorp.: VT | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-19826 | Film No.: 24902354