SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in INNV — InnovAge Holding Corp.
CIK 1531593
NEW YORK, NY
Position in INNV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,988
New position
Shares Held
421
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#87
of 105 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $403,805 across 9 Medical Care Facilities names. INNV ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SEM |
Select Medical Holdings Corp
|
8,234 | $135,943 | |
| 2 | LFST |
LifeStance Health Group, Inc.
|
10,800 | $115,668 | |
| 3 | ENSG |
Ensign Group, Inc
|
461 | $73,898 | |
| 4 | HCSG |
Healthcare Services Group Inc
|
2,007 | $49,291 | |
| 5 | HCA |
HCA Healthcare, Inc.
|
36 | $14,036 | |
| 6 | SRTA |
Strata Critical Medical, Inc.
|
1,218 | $6,418 | |
| 7 | INNV |
InnovAge Holding Corp.
This page
|
421 | $4,988 | |
| 8 | UHS |
Universal Health Services Inc
|
12 | $1,784 |
All Filings in INNV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,988 | 421 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||