Summit Financial, LLC
Holdings in SRV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,986,356 | 50,867 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $1,988,624 | 43,278 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $1,521,720 | 35,932 | Shares | Sole | 2025-08-13 |