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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001085146-24-004567
Filing Date
2024-09-11
Accepted
2024-09-11 13:58:07
Documents
2
Period of Report
2023-12-31
Effectiveness Date
2024-09-11

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2078
2 INFORMATION TABLE infotable.html INFORMATION TABLE  
2 INFORMATION TABLE infotable.xml INFORMATION TABLE 121224
  Complete submission text file 0001085146-24-004567.txt   124557
Mailing Address 800 N. ORANGE AVE SUITE 302 ORLANDO FL 32801
Business Address 800 N. ORANGE AVE SUITE 302 ORLANDO FL 32801 407-656-2252
Summit Wealth Partners, LLC (Filer) CIK: 0002033312 (see all company filings)

IRS No.: 202137916 | State of Incorp.: FL | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-24363 | Film No.: 241292051