Skip to main content

Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

DHI holding history

Horton D R 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.

DHI overviewAll 13F holders of DHIFull Q2 2026 holdings

Shares (Q2 2026)
1,879
Value
$306.1K
% of portfolio
<0.1%
Quarters held
6
Since Q3 2023
Holdings of DHI by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,879$306.1K<0.1%−44−2.3%ReducedHolders
Q1 20261,923$263.9K<0.1%+392+25.6%AddedHolders
Q4 20251,531$220.5K<0.1%+128+9.1%AddedHolders
Q3 20251,403$237.8K<0.1%+1,403NewHolders
Q4 20240$00.0%−1,255−100.0%Sold outHolders
Q3 20241,255$239.4K<0.1%+1,255NewHolders
Q4 20230$00.0%−2,928−100.0%Sold outHolders
Q3 20232,928$314.7K<0.1%+2,928NewHolders