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Summit Wealth Partners, LLC

Position in FCN — Fti Consulting, Inc

CIK 2033312 Orlando, FL

Position in FCN

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$253,167
-$47,165 QoQ
Shares Held
1,699
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#259
of 373 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in FCN Over Time

Shares Held

Position Value (USD)

Position in Consulting Services

Industrials · as of Jun 30, 2026

Summit Wealth Partners, LLC holds $253,167 across 1 Consulting Services name. FCN ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 FCN
Fti Consulting, Inc
This page
1,699 $253,167

All Filings in FCN

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $253,167 1,699
2026-03-31 $300,332 1,699