Number of Shares
7,287
Previous 7,474 2.5%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025

SELL
N/A
-187 Reduced 2.5%
7,287 $0
Q1 2025

May 14, 2025

BUY
N/A
2,770 Added 58.89%
7,474 $0
Q4 2024

Feb 12, 2025

BUY
N/A
4,704 New
4,704 $0
Track This Portfolio

Track Summit Financial, LLC Portfolio

Follow Summit Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.