0001085146-24-004549.txt : 20240910
0001085146-24-004549.hdr.sgml : 20240910
20240910092232
ACCESSION NUMBER: 0001085146-24-004549
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20240910
DATE AS OF CHANGE: 20240910
EFFECTIVENESS DATE: 20240910
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Summit Wealth Partners, LLC
CENTRAL INDEX KEY: 0002033312
ORGANIZATION NAME:
IRS NUMBER: 202137916
STATE OF INCORPORATION: FL
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-24363
FILM NUMBER: 241288892
BUSINESS ADDRESS:
STREET 1: 800 N. ORANGE AVE
STREET 2: SUITE 302
CITY: ORLANDO
STATE: FL
ZIP: 32801
BUSINESS PHONE: 407-656-2252
MAIL ADDRESS:
STREET 1: 800 N. ORANGE AVE
STREET 2: SUITE 302
CITY: ORLANDO
STATE: FL
ZIP: 32801
13F-HR
1
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03-31-2020
03-31-2020
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Summit Wealth Partners, LLC
800 N. Orange Ave
Suite 302
Orlando
FL
32801
13F HOLDINGS REPORT
028-24363
000283648
801-107751
N
Chad Warrick
CCO
407-656-2252
/s/Chad Warrick
Orlando
FL
09-10-2024
0
108
245816079
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
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COM
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COM
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SOLE
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APPLE INC
COM
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ARK ETF TR
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COM
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COM
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COM
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COCA COLA CO
COM
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COM
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HUNTINGTON BANCSHARES INC
COM
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INTEL CORP
COM
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