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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

CCL holding history

Carnival Corp Ltd. 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.

CCL overviewAll 13F holders of CCLFull Q2 2026 holdings

Shares (Q2 2026)
86,888
Value
$2.48M
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of CCL by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202686,888$2.48M<0.1%+71,193+453.6%AddedHolders
Q1 202615,695$406.2K<0.1%−29,156−65.0%ReducedHolders
Q4 202544,851$1.37M<0.1%+4,074+10.0%AddedHolders
Q3 202540,777$1.18M<0.1%+966+2.4%AddedHolders
Q2 202539,811$1.12M<0.1%+3,618+10.0%AddedHolders
Q1 202536,193$706.8K<0.1%+36,193NewHolders