SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in SHLS — Shoals Technologies Group, Inc.

CIK 1531593 NEW YORK, NY

Position in SHLS

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

Position Value

$49,054

+$40,645 QoQ

Shares Held

4,955

+287.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#204

of 269 holders

Holding Since

Jun 2023

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $268,899 across 4 Solar names. SHLS ranks #3 (18.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RUN	Sunrun Inc.	7,500	$100,350
2	FSLR	First Solar, Inc.	392	$92,496
3	SHLS	Shoals Technologies Group, Inc. This page	4,955	$49,054
4	SEDG	Solaredge Technologies, Inc.	462	$26,999

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$49,054	4,955	+287.7%	Shares	Sole	2026-08-03
2026-03-31	$8,409	1,278	-85.2%	Shares	Sole	2026-04-30
2025-06-30	$36,800	8,659	+125.8%	Shares	Sole	2025-08-12
2024-12-31	$21,202	3,834	+977.0%	Shares	Sole	2025-02-12
2024-09-30	$1,997	356	+35500.0%	Shares	Sole	2024-11-07
2023-06-30	$25	1	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.