Summit Financial, LLC
Holdings in DEI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,204,339 | 109,585 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $1,710,956 | 109,888 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $1,650,925 | 109,769 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $1,751,712 | 109,482 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $2,031,503 | 109,456 | Shares | Sole | 2025-02-12 |