Summit Financial, LLC

SEC CIK: 0001765536
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

AIT holding history

Applied Industrial Technologies 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.

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

Shares (Q2 2026): 973
Value: $329.1K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of AIT by Summit Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	973	$329.1K	<0.1%	−49−4.8%	Reduced	Holders
Q1 2026	1,022	$271.2K	<0.1%	+18+1.8%	Added	Holders
Q4 2025	1,004	$257.8K	<0.1%	+10+1.0%	Added	Holders
Q3 2025	994	$259.5K	<0.1%	+994	New	Holders