Summit Financial, LLC

SEC CIK: 0001765536
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

CDZI holding history

Cadiz 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.

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

Shares (Q4 2021): 0; Sold out in Q4 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2021

Holdings of CDZI by Summit Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2021	0	$0	0.0%	−12,729−100.0%	Sold out	Holders
Q3 2021	12,729	$89.6K	<0.1%	00.0%	Unchanged	Holders
Q2 2021	12,729	$173.1K	<0.1%	+12,729	New	Holders