Summit Wealth Group, LLC
Position in EAGL — Eagle Capital Select Equity ETF
CIK 1802865
WHITE RIVER JUNCTION, VT
All Filings in EAGL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,762,188 | 365,626 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $11,122,342 | 365,626 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $11,879,580 | 365,976 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $11,440,409 | 365,976 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $11,045,034 | 365,972 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $10,250,875 | 365,972 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,192,292 | 365,971 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $11,127,065 | 406,691 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $10,757,434 | 406,401 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $10,252,586 | 406,381 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||