Summit Financial, LLC
CIK
0001765536
City
PARSIPPANY
State / Country
NJ
Holdings in CLM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $162,409 | 19,427 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $180,396 | 21,787 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $175,611 | 21,627 | Shares | Sole | 2025-08-13 |