SUMMIT WEALTH GROUP LLC / CO
Holdings in FSCO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,157,807 | 183,779 | Shares | Sole | 2026-02-04 |
| 2025-06-30 | $1,697,721 | 233,846 | Shares | Sole | 2025-08-13 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,157,807 | 183,779 | Shares | Sole | 2026-02-04 |
| 2025-06-30 | $1,697,721 | 233,846 | Shares | Sole | 2025-08-13 |