Summit Financial, LLC
Holdings in SUN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,884,926 | 93,206 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $4,659,931 | 93,180 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $4,993,569 | 93,181 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $5,410,030 | 93,180 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $3,932,485 | 76,448 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $3,823,948 | 71,236 | Shares | Sole | 2024-11-12 |