SUMMIT WEALTH GROUP LLC / CO
Position in ALGN — Align Technology Inc
CIK 2081278
COLORADO SPRINGS, CO
Position in ALGN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$276,433
-$4,369 QoQ
Shares Held
1,639
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#428
of 673 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ALGN Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $647,070 across 2 Medical Instruments & Supplies names. ALGN ranks #2 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
932 | $370,637 | |
| 2 | ALGN |
Align Technology Inc
This page
|
1,639 | $276,433 |
All Filings in ALGN
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,433 | 1,639 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $280,802 | 1,638 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $253,587 | 1,624 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $149,011 | 1,190 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||