Summit Financial, LLC
Position in XOVR — ERShares Private-Public Crossover ETF
CIK 1765536
PARSIPPANY, NJ
All Filings in XOVR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,651,458 | 125,960 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $486,094 | 28,780 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $364,554 | 18,101 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $256,544 | 12,147 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||