Summit Financial, LLC
Holdings in PFN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $110,715 | 14,762 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $87,080 | 11,473 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $84,076 | 11,377 | Shares | Sole | 2025-08-13 |