SUMMIT WEALTH GROUP LLC / CO
Position in DUSA — Davis Select U.S. Equity ETF
CIK 2081278
COLORADO SPRINGS, CO
All Filings in DUSA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DUSA | $2,428,873 | 47,869 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 DUSA | $2,547,705 | 49,828 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 DUSA | $2,744,218 | 59,296 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||