Summit Financial, LLC
Holdings in CRDL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $99,272 | 104,059 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $138,039 | 129,009 | Shares | Sole | 2025-11-14 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $99,272 | 104,059 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $138,039 | 129,009 | Shares | Sole | 2025-11-14 |