Ownership history in Summit Wealth Group, LLC · 2 quarters on record
This page tracks every 13F SEC filing in which Summit Wealth Group, LLC reported a position in PROVIDENT BANCORP INC (PVBC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 22,200 | -2,750 | -11.0% | 0.07% | $278K | — |
| 2025 Q2 | INITIATED | 24,950 | — | — | 0.08% | $312K | — |