Skip to main content

Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

CRDL holding history

Cardiol Therapeutics 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.

CRDL overviewAll 13F holders of CRDLFull Q2 2026 holdings

Shares (Q2 2026)
99,109
Value
$105.1K
% of portfolio
<0.1%
Quarters held
4
Since Q3 2025
Holdings of CRDL by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202699,109$105.1K<0.1%−4,950−4.8%ReducedHolders
Q1 2026104,059$140.5K<0.1%00.0%UnchangedHolders
Q4 2025104,059$99.3K<0.1%−24,950−19.3%ReducedHolders
Q3 2025129,009$138.0K<0.1%+129,009NewHolders