Summit Financial, LLC

Position in UPXI — Upexi, Inc.

CIK 1765536 PARSIPPANY, NJ

Position in UPXI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$13,311

New position

Shares Held

13,500

first reported quarter

Ownership

0.019%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Mar 31, 2026

Summit Financial, LLC holds $49,396,386 across 5 Internet Content & Information names. UPXI ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	META	Meta Platforms, Inc.	80,683	$46,161,164
2	SPOT	Spotify Technology S.A.	5,213	$2,527,835
3	MTCH	Match Group, Inc.	11,752	$360,903
4	NBIS	Nebius Group N.V.	3,211	$333,173
5	UPXI	Upexi, Inc. This page	13,500	$13,311

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,311	13,500	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.