Position in RS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$320,175
+$94,971 QoQ
Shares Held
857
+15.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#476
of 681 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RS Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026Summit Financial, LLC holds $11,867,003 across 5 Steel names. RS ranks #4 (2.7% of the industry book) .
All Filings in RS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,175 | 857 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $225,204 | 741 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $212,608 | 736 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $223,540 | 796 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $242,958 | 774 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $384,903 | 1,333 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $226,178 | 840 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $386,962 | 1,338 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||