Summit Financial, LLC
CIK
0001765536
City
PARSIPPANY
State / Country
NJ
Holdings in KYN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $6,632,089 | 535,710 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $6,080,584 | 491,559 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $5,863,932 | 461,001 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $4,106,254 | 320,051 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $4,059,993 | 319,433 | Shares | Sole | 2025-02-12 |