SUMMIT WEALTH GROUP LLC / CO

Position in NOW — ServiceNow, Inc.

CIK 2081278 COLORADO SPRINGS, CO

Position in NOW

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

Position Value

$785,701

-$65,963 QoQ

Shares Held

7,914

-2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#1,233

of 2,207 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SUMMIT WEALTH GROUP LLC / CO holds $1,994,118 across 5 Software - Application names. NOW ranks #1 (39.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc. This page	7,914	$785,701
2	SHOP	Shopify Inc.	3,372	$385,014
3	SNOW	Snowflake Inc.	1,477	$375,896
4	CRM	Salesforce, Inc.	1,483	$232,326
5	UBER	Uber Technologies, Inc	2,982	$215,181

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$785,701	7,914	-2.8%	Shares	Sole	2026-07-28
2026-03-31	$851,664	8,146	+16.9%	Shares	Sole	2026-04-23
2025-12-31	$1,067,581	6,969	+3.2%	Shares	Sole	2026-02-04
2025-09-30	$6,213,730	6,752	+463.1%	Shares	Sole	2025-11-14
2025-06-30	$1,232,667	1,199	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.