Summit Financial, LLC

SEC CIK: 0001765536
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

AOS holding history

Smith A O Corp 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.

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

Shares (Q1 2025): 0; Sold out in Q1 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2024

Holdings of AOS by Summit Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	0	$0	0.0%	−4,487−100.0%	Sold out	Holders
Q4 2024	4,487	$306.1K	<0.1%	+2,041+83.4%	Added	Holders
Q3 2024	2,446	$219.7K	<0.1%	−160−6.1%	Reduced	Holders
Q2 2024	2,606	$213.1K	<0.1%	+2,606	New	Holders