Summit Wealth Group, LLC
Position in AXON — Axon Enterprise, Inc.
CIK 1802865
WHITE RIVER JUNCTION, VT
Position in AXON
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$313,941
+$76,115 QoQ
Shares Held
560
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#782
of 1,113 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXON Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Summit Wealth Group, LLC holds $1,788,559 across 4 Aerospace & Defense names. AXON ranks #3 (17.6% of the industry book) .
All Filings in AXON
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,941 | 560 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $237,826 | 560 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $318,040 | 560 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $401,878 | 560 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $463,646 | 560 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $531,209 | 1,010 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $600,263 | 1,010 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $401,997 | 1,006 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $294,240 | 1,000 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $312,880 | 1,000 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $258,330 | 1,000 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||