Summit Financial, LLC

SEC CIK: 0001765536
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

DLTR holding history

Dollar Tree, 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.

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

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q1 2026

Holdings of DLTR by Summit Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−20,458−100.0%	Sold out	Holders
Q1 2026	20,458	$2.24M	<0.1%	+20,458	New	Holders