Summit Financial, LLC

SEC CIK: 0001765536
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

ALLE holding history

Allegion plc 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.

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

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2025

Holdings of ALLE by Summit Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−1,556−100.0%	Sold out	Holders
Q4 2025	1,556	$247.8K	<0.1%	+1,556	New	Holders
Q2 2025	0	$0	0.0%	−2,107−100.0%	Sold out	Holders
Q1 2025	2,107	$274.8K	<0.1%	+2,107	New	Holders