SUMMIT WEALTH & RETIREMENT PLANNING, INC.
PensionPosition in ABX — Abacus Global Management, Inc.
CIK 1766995
EAGLE, ID
Position in ABX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$107,100
+$28,300 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#108
of 148 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ABX Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026SUMMIT WEALTH & RETIREMENT PLANNING, INC. holds $107,100 across 1 Insurance - Life name. ABX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABX |
Abacus Global Management, Inc.
This page
|
10,000 | $107,100 |
All Filings in ABX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,100 | 10,000 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $78,800 | 10,000 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $85,500 | 10,000 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $57,300 | 10,000 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||