Summit Wealth Group, LLC
Position in EAGL — Eagle Capital Select Equity ETF
CIK 1802865
WHITE RIVER JUNCTION, VT
Position in EAGL
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$11,122,342
-$757,238 QoQ
Shares Held
365,626
-0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
10.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EAGL Over Time
Shares Held
Position Value (USD)
All Filings in EAGL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,122,342 | 365,626 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $11,879,580 | 365,976 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $11,440,409 | 365,976 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $11,045,034 | 365,972 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $10,250,875 | 365,972 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,192,292 | 365,971 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $11,127,065 | 406,691 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $10,757,434 | 406,401 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $10,252,586 | 406,381 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||