Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0002081278-25-000001
Filing Date
2025-08-13
Accepted
2025-08-13 10:28:50
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-08-13

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2016
2 13FQ225.html INFORMATION TABLE  
2 13FQ225.xml INFORMATION TABLE 129487
  Complete submission text file 0002081278-25-000001.txt   132741
Mailing Address 13710 STRUTHERS ROAD SUITE 115 COLORADO SPRINGS CO 80921
Business Address 13710 STRUTHERS ROAD SUITE 115 COLORADO SPRINGS CO 80921 7196334033
SUMMIT WEALTH GROUP LLC / CO (Filer) CIK: 0002081278 (see all company filings)

EIN.: 333571634 | State of Incorp.: CO | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-25709 | Film No.: 251209469