Summit Financial, LLC
Position in STPZ — PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
CIK 1765536
PARSIPPANY, NJ
All Filings in STPZ
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 STPZ | $1,325,370 | 24,494 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 STPZ | $1,077,117 | 20,073 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 STPZ | $1,174,080 | 21,670 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 STPZ | $1,194,743 | 22,203 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 STPZ | $1,197,785 | 22,173 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 STPZ | $1,152,953 | 22,045 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 STPZ | $1,132,459 | 21,440 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||