Summit Financial, LLC
CIK
0001765536
City
PARSIPPANY
State / Country
NJ
Holdings in NPV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $972,709 | 87,869 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $881,530 | 75,994 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $728,735 | 64,719 | Shares | Sole | 2025-08-13 |