Position in WHR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$289,697
-$78,630 QoQ
Shares Held
7,349
+7.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#251
of 458 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WHR Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026Summit Financial, LLC holds $2,765,150 across 2 Furnishings, Fixtures & Appliances names. WHR ranks #2 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SN |
SharkNinja, Inc.
|
16,257 | $2,475,453 | |
| 2 | WHR |
Whirlpool Corp /De/
This page
|
7,349 | $289,697 |
All Filings in WHR
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,697 | 7,349 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $368,327 | 6,831 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $247,295 | 3,428 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $263,703 | 3,355 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $325,456 | 3,209 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $306,802 | 3,404 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $430,673 | 3,762 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $386,484 | 3,612 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $394,083 | 3,856 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $375,518 | 3,139 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $389,420 | 3,198 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $433,054 | 3,239 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $482,377 | 3,242 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $428,140 | 3,243 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $459,886 | 3,251 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $453,231 | 3,362 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $518,814 | 3,350 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $525,942 | 3,044 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $715,478 | 3,049 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $583,243 | 2,861 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $609,801 | 2,797 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||