Summit Financial, LLC
CIK
0001765536
City
PARSIPPANY
State / Country
NJ
Holdings in NVG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $814,481 | 64,335 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $753,327 | 61,296 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $765,082 | 64,131 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $570,259 | 46,063 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $547,874 | 44,688 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $626,410 | 46,782 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $555,541 | 44,586 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $255,587 | 21,036 | Shares | Sole | 2024-04-24 |