Summit Wealth & Retirement Planning - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Summit Wealth & Retirement Planning going back to Feb. 8, 2019
- Summit Wealth & Retirement Planning 2024 Q1 - filed May 9, 2024 - new!
- Summit Wealth & Retirement Planning 2023 Q4 - filed Feb. 1, 2024
- Summit Wealth & Retirement Planning 2023 Q3 - filed Oct. 25, 2023
- Summit Wealth & Retirement Planning 2023 Q2 - filed July 26, 2023
- Summit Wealth & Retirement Planning 2023 Q1 - filed May 11, 2023
- Summit Wealth & Retirement Planning 2022 Q4 restated - filed Feb. 13, 2023
- Summit Wealth & Retirement Planning 2022 Q4 - filed Feb. 10, 2023
- Summit Wealth & Retirement Planning 2022 Q3 - filed Nov. 14, 2022
- Summit Wealth & Retirement Planning 2022 Q2 - filed Aug. 2, 2022
- Summit Wealth & Retirement Planning 2022 Q1 - filed May 12, 2022
- Summit Wealth & Retirement Planning 2021 Q4 - filed Feb. 3, 2022
- Summit Wealth & Retirement Planning 2021 Q3 - filed Nov. 12, 2021
- Summit Wealth & Retirement Planning 2021 Q2 - filed Aug. 13, 2021
- Summit Wealth & Retirement Planning 2021 Q1 - filed May 10, 2021
- Summit Wealth & Retirement Planning 2020 Q4 - filed Feb. 9, 2021
- Summit Wealth & Retirement Planning 2020 Q3 - filed Nov. 10, 2020
- Summit Wealth & Retirement Planning 2020 Q2 - filed Aug. 13, 2020
- Summit Wealth & Retirement Planning 2020 Q1 - filed May 11, 2020
- Summit Wealth & Retirement Planning 2019 Q4 - filed Feb. 10, 2020
- Summit Wealth & Retirement Planning 2019 Q3 - filed Nov. 12, 2019
- Summit Wealth & Retirement Planning 2019 Q2 - filed Aug. 6, 2019
- Summit Wealth & Retirement Planning 2019 Q1 - filed May 8, 2019
- Summit Wealth & Retirement Planning 2018 Q4 - filed Feb. 8, 2019