Position in WST
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,644,383
+$1,486,069 QoQ
Shares Held
12,937
+2.7% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#249
of 827 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WST Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Summit Financial, LLC holds $8,830,179 across 4 Medical Instruments & Supplies names. WST ranks #1 (52.6% of the industry book) .
All Filings in WST
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,644,383 | 12,937 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,158,314 | 12,601 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,453,832 | 12,553 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,488,464 | 13,298 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,558,428 | 11,693 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,425,515 | 10,834 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||