Summit Financial, LLC
Holdings in SPH
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,002,179 | 54,055 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $1,008,013 | 54,049 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $1,001,527 | 54,049 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $1,135,569 | 54,049 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $911,686 | 53,005 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $897,000 | 50,000 | Shares | Sole | 2024-11-12 |