Summit Financial, LLC
CIK
0001765536
City
PARSIPPANY
State / Country
NJ
Holdings in BDJ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $531,325 | 56,047 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $439,839 | 48,281 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $317,497 | 35,714 | Shares | Sole | 2025-08-13 |