SUMMIT WEALTH GROUP LLC / CO

Position in F — Ford Motor Co

CIK 2081278 COLORADO SPRINGS, CO

Position in F

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$153,845

-$62,541 QoQ

Shares Held

11,068

-41.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,265

of 1,730 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Consumer Cyclical · as of Jun 30, 2026

SUMMIT WEALTH GROUP LLC / CO holds $4,365,253 across 3 Auto Manufacturers names. F ranks #3 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	9,396	$3,951,957
2	GM	General Motors Co	3,366	$259,451
3	F	Ford Motor Co This page	11,068	$153,845

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$153,845	11,068	-41.0%	Shares	Sole	2026-07-28
2026-03-31	$216,386	18,751	+80.7%	Shares	Sole	2026-04-23
2025-09-30	$124,073	10,374	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.