SUMMIT WEALTH GROUP LLC / CO
Position in A — Agilent Technologies, Inc.
CIK 2081278
COLORADO SPRINGS, CO
Position in A
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$219,302
New position
Shares Held
1,651
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#819
of 1,112 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 3%
Shared 0%
None 97%
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $573,763 across 2 Diagnostics & Research names. A ranks #2 (38.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
707 | $354,461 | |
| 2 | A |
Agilent Technologies, Inc.
This page
|
1,651 | $219,302 |
All Filings in A
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,302 | 1,651 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||