Filing

13F-HR

13F-HR

0001766995-26-000003·SUMMIT WEALTH & RETIREMENT PLANNING, INC.

Filing metadata

Accession number: 0001766995-26-000003
Form type: 13F-HR
Filer: SUMMIT WEALTH & RETIREMENT PLANNING, INC.
CIK: CIK 1766995
Filed: May 11, 2026
Reporting period: Mar 31, 2026
Description: Institutional holdings

Documents

0001766995-26-000003-index.htm

Complete submission

0001766995-26-000003.txt

directory listing

Filed by

SUMMIT WEALTH & RETIREMENT PLANNING, INC.