SUMMIT WEALTH GROUP LLC / CO
Position in TPHD — Timothy Plan High Dividend Stock ETF
CIK 2081278
COLORADO SPRINGS, CO
All Filings in TPHD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $555,837 | 13,439 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $491,257 | 12,750 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,084,493 | 78,416 | Shares | Sole | 2026-02-05 | |
| 2025-06-30 | $427,442 | 11,308 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||