Summit Financial, LLC

Position in GM — General Motors Co

CIK 1765536 PARSIPPANY, NJ

Position in GM

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

Position Value

$10,074,047

+$365,133 QoQ

Shares Held

130,696

+0.3% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#289

of 1,548 holders

Holding Since

Dec 2021

19 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. GM ranks #2 (18.0% of the industry book) .

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

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,074,047	130,696	+0.3%	Shares	Sole	2026-08-12
2026-03-31	$9,708,914	130,321	-1.5%	Shares	Sole	2026-05-15
2025-12-31	$10,754,326	132,247	-20.2%	Shares	Sole	2026-02-13
2025-09-30	$10,107,667	165,781	-23.7%	Shares	Sole	2025-11-14
2025-06-30	$10,690,823	217,249	+22.1%	Shares	Sole	2025-08-13
2025-03-31	$8,365,978	177,886	+1.1%	Shares	Sole	2025-05-14
2024-12-31	$9,368,435	175,867	+84.7%	Shares	Sole	2025-02-12
2024-09-30	$4,268,947	95,204	+579.6%	Shares	Sole	2024-11-12
2024-06-30	$650,858	14,009	+118.2%	Shares	Sole	2024-07-31
2024-03-31	$291,147	6,420	-3.6%	Shares	Sole	2024-04-24
2023-12-31	$239,299	6,662	+4.3%	Shares	Sole	2024-02-06
2023-09-30	$210,645	6,389	-13.4%	Shares	Sole	2023-11-07
2023-06-30	$284,534	7,379	+22.0%	Shares	Sole	2023-08-11
2023-03-31	$221,914	6,050	-3.3%	Shares	Sole	2023-05-03
2022-12-31	$210,519	6,258	-5.7%	Shares	Sole	2023-02-07
2022-09-30	$213,045	6,639	-10.0%	Shares	Sole	2022-11-15
2022-06-30	$234,325	7,378	-0.9%	Shares	Sole	2022-08-12
2022-03-31	$325,513	7,442	+67.3%	Shares	Sole	2022-05-10
2021-12-31	$260,844	4,449	—	Shares	Sole	2022-02-07
No filing history on record for this holder in this stock.