Summit Financial, LLC
Holdings in MDWD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $886,043 | 47,998 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $288,175 | 15,992 | Shares | Sole | 2025-11-14 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $886,043 | 47,998 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $288,175 | 15,992 | Shares | Sole | 2025-11-14 |