SUMMIT WEALTH & RETIREMENT PLANNING, INC. SEC EDGAR Filings (CIK 0001766995)

SEC EDGAR filings, ownership reports, and insider transactions for SUMMIT WEALTH & RETIREMENT PLANNING, INC..

Business address
435 E Shore Dr, Suite 220, Eagle, ID, 83616
Top securities (13F)
MGC, SCHG, SCHV, SCHF, GLTR, SCHE, SCHA, DBMF, BOXX, IWD, EFA, SPY, AAPL, SCHB, IWM, MSFT, IWF, EEM, VOO, and VBR
State of incorporation
ID
Fiscal year end
31 December
⭐ Add to watchlist ⭐
SUMMIT WEALTH & RETIREMENT PLANNING, INC. has filed 31 SEC EDGAR filings since 08 Feb 2019

Latest Filings

Recent SEC filings for SUMMIT WEALTH & RETIREMENT PLANNING, INC. including 13F-HR, N-PX, 13F-HR/A.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Nov 2025 30 Sep 2025 028-19057
N-PX Open N-PX document View SEC filing for N-PX 07 Aug 2025 30 Jun 2025 028-19057
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Aug 2025 30 Jun 2025 028-19057
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2025 31 Mar 2025 028-19057
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Jan 2025 31 Dec 2024 028-19057
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Nov 2024 30 Sep 2024 028-19057
N-PX Open N-PX document View SEC filing for N-PX 12 Sep 2024 30 Jun 2024 028-19057
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Aug 2024 30 Jun 2024 028-19057
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2024 31 Mar 2024 028-19057
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Feb 2024 31 Dec 2023 028-19057
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Oct 2023 30 Sep 2023 028-19057
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jul 2023 30 Jun 2023 028-19057
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 May 2023 31 Mar 2023 028-19057
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13 Feb 2023 31 Dec 2022 028-19057
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2023 31 Dec 2022 028-19057
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2022 30 Sep 2022 028-19057
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Aug 2022 30 Jun 2022 028-19057
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 May 2022 31 Mar 2022 028-19057
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Feb 2022 31 Dec 2021 028-19057
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2021 30 Sep 2021 028-19057
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2021 30 Jun 2021 028-19057
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 May 2021 31 Mar 2021 028-19057
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Feb 2021 31 Dec 2020 028-19057
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Nov 2020 30 Sep 2020 028-19057
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2020 30 Jun 2020 028-19057
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 May 2020 31 Mar 2020 028-19057
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2020 31 Dec 2019 028-19057
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2019 30 Sep 2019 028-19057
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Aug 2019 30 Jun 2019 028-19057
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 May 2019 31 Mar 2019 028-19057
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Feb 2019 31 Dec 2018 028-19057

About this filer

SUMMIT WEALTH & RETIREMENT PLANNING, INC. files with the SEC under CIK 0001766995. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

Related pages