Position in TT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,716,118
+$1,076,728 QoQ
Shares Held
9,602
+10.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#475
of 1,799 holders
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TT Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Summit Financial, LLC holds $14,044,233 across 5 Building Products & Equipment names. TT ranks #1 (33.6% of the industry book) .
All Filings in TT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,716,118 | 9,602 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,639,390 | 8,733 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,673,804 | 6,870 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,451,165 | 5,809 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,543,101 | 5,814 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,152,918 | 6,390 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,552,947 | 6,912 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,997,497 | 7,711 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,474,869 | 7,524 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,815,009 | 6,046 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $715,358 | 2,933 | Shares | Sole | 2024-02-06 | |
| 2022-03-31 | $236,379 | 1,548 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $337,592 | 1,671 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $268,988 | 1,558 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $248,773 | 1,351 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||