Position in CRDL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$105,055
-$35,424 QoQ
Shares Held
99,109
-4.8% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 52 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRDL Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Summit Financial, LLC holds $9,049,716 across 7 Drug Manufacturers - Specialty & Generic names. CRDL ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTHR |
UNITED THERAPEUTICS Corp
|
10,701 | $5,798,122 | |
| 2 | DERM |
Journey Medical Corp
|
346,748 | $2,454,975 | |
| 3 | ZTS |
Zoetis Inc.
|
4,263 | $306,339 | |
| 4 | ALKS |
Alkermes plc.
|
4,052 | $212,324 | |
| 5 | VTRS |
Viatris Inc
|
10,888 | $172,901 | |
| 6 | CRDL |
Cardiol Therapeutics Inc.
This page
|
99,109 | $105,055 | |
| 7 | 85,738 | $0 |
All Filings in CRDL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,055 | 99,109 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $140,479 | 104,059 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $99,272 | 104,059 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $138,039 | 129,009 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||