Summit Financial, LLC

SEC CIK: 0001765536
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

DIAX holding history

Nuveen Dow 30sm Dynamic Overwrite Fund 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.

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

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2025

Holdings of DIAX by Summit Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−17,215−100.0%	Sold out	Holders
Q4 2025	17,215	$262.7K	<0.1%	−3,193−15.6%	Reduced	Holders
Q3 2025	20,408	$303.9K	<0.1%	+1,408+7.4%	Added	Holders
Q2 2025	19,000	$278.0K	<0.1%	+19,000	New	Holders