SUMMIT WEALTH GROUP LLC / CO
Position in SMLV — State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF
CIK 2081278
COLORADO SPRINGS, CO
All Filings in SMLV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMLV | $520,218 | 3,795 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 SMLV | $477,968 | 3,645 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 SMLV | $1,245,504 | 9,600 | Shares | Sole | 2026-02-05 | |
| 2025-06-30 SMLV | $562,119 | 4,493 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||