Filer · Institutional
SUMMIT WEALTH & RETIREMENT PLANNING,INC.
CIK 0001766995TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001766995-26-000003 · filed 2026-05-11
108
positions
Q4 202513F-HR
0001766995-26-000001 · filed 2026-02-02
112
positions
Q3 202513F-HR
0001766995-25-000008 · filed 2025-11-04
106
positions
Q2 202513F-HR
0001766995-25-000004 · filed 2025-08-06
101
positions
Q1 202513F-HR
0001766995-25-000002 · filed 2025-05-05
78
positions
Q4 202413F-HR
0001766995-25-000001 · filed 2025-01-28
75
positions
Q3 202413F-HR
0001766995-24-000008 · filed 2024-11-01
68
positions
Q2 202413F-HR
0001766995-24-000005 · filed 2024-08-07
64
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.