Position in RCL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$850,980
+$8,655 QoQ
Shares Held
2,680
-12.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#551
of 1,220 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RCL Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026Summit Financial, LLC holds $12,947,470 across 5 Travel Services names. RCL ranks #4 (6.6% of the industry book) .
All Filings in RCL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $850,980 | 2,680 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $842,325 | 3,061 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,542,427 | 5,530 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,545,418 | 4,776 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,732,290 | 5,532 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,157,448 | 5,634 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,484,259 | 6,434 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $907,019 | 5,114 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||