SUMMIT WEALTH GROUP LLC / CO
Position in FBCG — Fidelity Blue Chip Growth ETF
CIK 2081278
COLORADO SPRINGS, CO
Position in FBCG
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$2,726,026
-$291,819 QoQ
Shares Held
54,390
-1.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FBCG Over Time
Shares Held
Position Value (USD)
All Filings in FBCG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,726,026 | 54,390 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,017,845 | 55,030 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $2,745,869 | 56,921 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||