Summit Financial, LLC
Holdings in CSQ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $407,097 | 21,203 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $442,956 | 22,963 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $416,017 | 22,808 | Shares | Sole | 2025-08-13 |