13F-HR | SEC Filings Hub

Filing metadata

Accession number: 0001085146-25-004784
Form type: 13F-HR
Filer: Summit Wealth Partners, LLC
CIK: CIK 2033312
Filed: Aug 11, 2025
Reporting period: Jun 30, 2025
Description: Institutional holdings

Documents

0001085146-25-004784-index.htm

Complete submission

0001085146-25-004784.txt

directory listing

Filed by

Summit Wealth Partners, LLC