Summit Financial, LLC

Position in F — Ford Motor Co

CIK 1765536 PARSIPPANY, NJ

Position in F

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,369,247

+$320,804 QoQ

Shares Held

98,507

+8.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#490

of 1,730 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Summit Financial, LLC holds $55,985,737 across 4 Auto Manufacturers names. F ranks #3 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	104,547	$43,972,468
2	GM	General Motors Co	130,696	$10,074,047
3	F	Ford Motor Co This page	98,507	$1,369,247
4	RACE	Ferrari N.V.	1,531	$569,975

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,369,247	98,507	+8.4%	Shares	Sole	2026-08-12
2026-03-31	$1,048,443	90,853	+1.3%	Shares	Sole	2026-05-15
2025-12-31	$1,176,549	89,676	+37.6%	Shares	Sole	2026-02-13
2025-09-30	$779,481	65,174	+46.4%	Shares	Sole	2025-11-14
2025-06-30	$483,020	44,518	+4.2%	Shares	Sole	2025-08-13
2025-03-31	$428,411	42,713	+3.1%	Shares	Sole	2025-05-14
2024-12-31	$409,968	41,411	-5.3%	Shares	Sole	2025-02-12
2024-09-30	$461,619	43,714	-3.2%	Shares	Sole	2024-11-12
2024-06-30	$566,356	45,164	+40.3%	Shares	Sole	2024-07-31
2024-03-31	$427,616	32,200	+16.9%	Shares	Sole	2024-04-24
2023-12-31	$335,663	27,536	-5.2%	Shares	Sole	2024-02-06
2023-09-30	$360,577	29,032	+2.8%	Shares	Sole	2023-11-07
2023-06-30	$427,089	28,228	+33.8%	Shares	Sole	2023-08-11
2023-03-31	$265,771	21,093	+3.5%	Shares	Sole	2023-05-03
2022-12-31	$237,042	20,382	-3.8%	Shares	Sole	2023-02-07
2022-09-30	$237,227	21,181	-30.5%	Shares	Sole	2022-11-15
2022-06-30	$339,231	30,479	-24.2%	Shares	Sole	2022-08-12
2022-03-31	$679,697	40,195	+4.2%	Shares	Sole	2022-05-10
2021-12-31	$801,223	38,576	+90.6%	Shares	Sole	2022-02-07
2021-09-30	$286,584	20,239	+21.9%	Shares	Sole	2021-11-08
2021-06-30	$246,780	16,607	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.