Summit Financial, LLC

Position in FWDI — Forward Industries, Inc.

CIK 1765536 PARSIPPANY, NJ

Position in FWDI

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

Position Value

$211,970

+$57,120 QoQ

Shares Held

50,230

+43.7% QoQ

Ownership

0.068%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#38

of 89 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Summit Financial, LLC holds $1,742,317 across 4 Footwear & Accessories names. FWDI ranks #4 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NKE	NIKE, Inc.	19,120	$784,876
2	ONON	On Holding AG	11,813	$418,416
3	CROX	Crocs, Inc.	2,711	$327,055
4	FWDI	Forward Industries, Inc. This page	50,230	$211,970

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$211,970	50,230	+43.7%	Shares	Sole	2026-08-12
2026-03-31	$154,850	34,955	+4.2%	Shares	Sole	2026-05-15
2025-12-31	$221,831	33,560	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.