Position in H
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,585,091
New position
Shares Held
23,654
first reported quarter
Ownership
0.025%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#115
of 524 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026Summit Financial, LLC holds $8,278,471 across 3 Lodging names. H ranks #1 (55.4% of the industry book) .
All Filings in H
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,585,091 | 23,654 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||