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.

SEC EDGAR filings, ownership reports, and insider transactions for SUMMIT WEALTH GROUP LLC / CO.

Business address: 13710 Struthers Road, Suite 115, Colorado Springs, CO, 80921
Top securities (13F): TIP, JPST, MSFT, PULS, AMZN, AAPL, GOOG, HYD, ADBE, NOW, XHLF, ACN, V, CSCO, UNH, MA, CRM, FLJH, ABNB, and ABT
State of incorporation: CO
Fiscal year end: 31 December

SUMMIT WEALTH GROUP LLC / CO has filed 3 SEC EDGAR filings since 13 Aug 2025

Recent SEC filings for SUMMIT WEALTH GROUP LLC / CO including 13F-HR, N-PX.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	14 Nov 2025	30 Sep 2025	028-25709
N-PX	Open N-PX document	View SEC filing for N-PX	28 Aug 2025	30 Jun 2025	028-25709
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	13 Aug 2025	30 Jun 2025	028-25709

SUMMIT WEALTH GROUP LLC / CO files with the SEC under CIK 0002081278. This page aggregates EDGAR filings and related ownership activity.

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.