Skip to main content

Summit Financial, LLC

Position in TKR — Timken Co

CIK 1765536 PARSIPPANY, NJ

Position in TKR

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$432,181
+$165,772 QoQ
Shares Held
2,974
+12.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#370
of 599 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in TKR Over Time

Shares Held

Position Value (USD)

Position in Tools & Accessories

Industrials · as of Jun 30, 2026

Summit Financial, LLC holds $951,371 across 3 Tools & Accessories names. TKR ranks #1 (45.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TKR
Timken Co
This page
2,974 $432,181

All Filings in TKR

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $432,181 2,974
2026-03-31 $266,409 2,649
2025-12-31 $231,189 2,748
2025-09-30 $206,519 2,747
2025-03-31 $259,163 3,606
2024-12-31 $258,573 3,623
2024-09-30 $307,995 3,654
2024-06-30 $342,635 4,276