Summit Wealth Group, LLC
CIK
0001802865
City
WHITE RIVER JUNCTION
State / Country
VT
Holdings in ESPR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,260,242 | 340,606 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $855,950 | 323,000 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $316,540 | 323,000 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $421,920 | 293,000 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $345,400 | 157,000 | Shares | Sole | 2025-02-04 |
| 2024-09-30 | $66,000 | 40,000 | Shares | Sole | 2024-11-08 |