Summit Financial, LLC

SEC CIK: 0001765536
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

AI holding history

C3.ai, Inc. in every 13F filed by Summit Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AI overview All 13F holders of AI Full Q2 2026 holdings

Shares (Q2 2026): 10,847
Value: $98.6K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of AI by Summit Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,847	$98.6K	<0.1%	−225−2.0%	Reduced	Holders
Q1 2026	11,072	$93.2K	<0.1%	+100+0.9%	Added	Holders
Q4 2025	10,972	$147.9K	<0.1%	+10,972	New	Holders