Summit Financial, LLC

Position in MP — MP Materials Corp. / DE

CIK 1765536 PARSIPPANY, NJ

Position in MP

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

Position Value

$723,537

+$149,147 QoQ

Shares Held

12,918

+8.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#344

of 750 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Summit Financial, LLC holds $2,549,885 across 3 Other Industrial Metals & Mining names. MP ranks #2 (28.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VALE	Vale S.A.	78,102	$1,174,654
2	MP	MP Materials Corp. / DE This page	12,918	$723,537
3	RIO	Rio Tinto PLC	6,865	$651,694

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$723,537	12,918	+8.5%	Shares	Sole	2026-08-12
2026-03-31	$574,390	11,902	-11.5%	Shares	Sole	2026-05-15
2025-12-31	$679,039	13,441	+127.6%	Shares	Sole	2026-02-13
2025-09-30	$396,115	5,906	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.