SUMMIT WEALTH GROUP LLC / CO
Position in DFNL — Davis Select Financial ETF
CIK 2081278
COLORADO SPRINGS, CO
All Filings in DFNL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,023,024 | 22,815 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,084,960 | 22,449 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $1,164,232 | 27,113 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||