Summit Financial, LLC
CIK
0001765536
City
PARSIPPANY
State / Country
NJ
Holdings in PIM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,977,450 | 592,051 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $664,676 | 193,220 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $110,952 | 33,120 | Shares | Sole | 2025-08-13 |