Summit Financial, LLC
Position in BWX — State Street SPDR Bloomberg International Treasury Bond ETF
CIK 1765536
PARSIPPANY, NJ
Position in BWX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$249,298
-$15,309 QoQ
Shares Held
11,499
-4.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#40
of 66 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWX Over Time
Shares Held
Position Value (USD)
All Filings in BWX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,298 | 11,499 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $264,607 | 12,055 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $272,522 | 12,096 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $268,893 | 11,691 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $201,144 | 8,563 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||