13F-HR | SEC Filings Hub

Filing metadata

Accession number: 0001766995-26-000004
Form type: 13F-HR
Filer: SUMMIT WEALTH & RETIREMENT PLANNING, INC.
CIK: CIK 1766995
Filed: Jul 27, 2026
Reporting period: Jun 30, 2026
Description: Institutional holdings

Documents

0001766995-26-000004-index.htm

Complete submission

0001766995-26-000004.txt

directory listing

Filed by

SUMMIT WEALTH & RETIREMENT PLANNING, INC.