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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001802865-23-000001
Filing Date
2023-02-08
Accepted
2023-02-08 09:41:36
Documents
2
Period of Report
2022-12-31
Effectiveness Date
2023-02-08

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1922
2 Summit13f_4q2022.html INFORMATION TABLE  
2 Summit13f_4q2022.xml INFORMATION TABLE 16558
  Complete submission text file 0001802865-23-000001.txt   19670
Mailing Address 205 BILLINGS FARM RD # 2A WHITE RIVER JUNCTION VT 05001
Business Address 205 BILLINGS FARM RD # 2A WHITE RIVER JUNCTION VT 05001 802-295-5300
Summit Wealth Group, LLC (Filer) CIK: 0001802865 (see all company filings)

IRS No.: 020402320 | State of Incorp.: VT | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-19826 | Film No.: 23597372