Summit Financial, LLC

Position in FWDI — Forward Industries, Inc.

CIK 1765536 PARSIPPANY, NJ

Position in FWDI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$154,850

-$66,981 QoQ

Shares Held

34,955

+4.2% QoQ

Ownership

0.047%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Mar 31, 2026

Summit Financial, LLC holds $1,781,231 across 4 Footwear & Accessories names. FWDI ranks #4 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NKE	NIKE, Inc.	20,750	$1,096,015
2	ONON	On Holding AG	8,979	$305,465
3	CROX	Crocs, Inc.	2,709	$224,901
4	FWDI	Forward Industries, Inc. This page	34,955	$154,850

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.