Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001085146-25-002632
Filing Date
2025-05-06
Accepted
2025-05-06 13:53:34
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-05-06

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2078
2 INFORMATION TABLE infotable.html INFORMATION TABLE  
2 INFORMATION TABLE infotable.xml INFORMATION TABLE 118421
  Complete submission text file 0001085146-25-002632.txt   121746
Mailing Address 800 N. ORANGE AVE SUITE 302 ORLANDO FL 32801
Business Address 800 N. ORANGE AVE SUITE 302 ORLANDO FL 32801 407-656-2252
Summit Wealth Partners, LLC (Filer) CIK: 0002033312 (see all company filings)

EIN.: 202137916 | State of Incorp.: FL | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-24363 | Film No.: 25916529