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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

AME holding history

Ametek 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.

AME overviewAll 13F holders of AMEFull Q2 2026 holdings

Shares (Q2 2026)
3,204
Value
$775.2K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2024
Holdings of AME by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,204$775.2K<0.1%−24−0.7%ReducedHolders
Q1 20263,228$691.9K<0.1%+172+5.6%AddedHolders
Q4 20253,056$627.3K<0.1%−121−3.8%ReducedHolders
Q3 20253,177$597.2K<0.1%−149−4.5%ReducedHolders
Q2 20253,326$601.9K<0.1%−125−3.6%ReducedHolders
Q1 20253,451$594.1K<0.1%+89+2.6%AddedHolders
Q4 20243,362$606.0K<0.1%−165−4.7%ReducedHolders
Q3 20243,527$605.5K<0.1%+1,809+105.3%AddedHolders
Q2 20241,718$286.5K<0.1%+1,718NewHolders