SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in SEZL — Sezzle Inc.

CIK 1531593 NEW YORK, NY

Position in SEZL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$17,849

New position

Shares Held

104

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#269

of 323 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $236,197 across 7 Credit Services names. SEZL ranks #5 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	188	$96,556
2	AXP	American Express Co	177	$59,870
3	COF	Capital One Financial Corp	144	$28,889
4	UPST	Upstart Holdings, Inc.	743	$26,324
5	SEZL	Sezzle Inc. This page	104	$17,849
6	SYF	Synchrony Financial	78	$5,931
7	SLM	SLM Corp	30	$778

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,849	104	—	Shares	Sole	2026-08-03
No filing history on record for this holder in this stock.