Summit Financial, LLC
- SEC CIK
- 0001765536
- Latest filing
- Aug 12, 2026
EIX holding history
Edison International 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.
EIX overviewAll 13F holders of EIXFull Q2 2026 holdings
- Shares (Q2 2026)
- 20,342
- Value
- $1.51M
- % of portfolio
- <0.1%
- Quarters held
- 8
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 20,342 | $1.51M | <0.1% | +257+1.3% | Added | Holders |
| Q1 2026 | 20,085 | $1.47M | <0.1% | +8,446+72.6% | Added | Holders |
| Q4 2025 | 11,639 | $698.6K | <0.1% | +1,600+15.9% | Added | Holders |
| Q3 2025 | 10,039 | $555.0K | <0.1% | +383+4.0% | Added | Holders |
| Q2 2025 | 9,656 | $498.2K | <0.1% | +891+10.2% | Added | Holders |
| Q1 2025 | 8,765 | $516.5K | <0.1% | +24+0.3% | Added | Holders |
| Q4 2024 | 8,741 | $697.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 8,741 | $761.3K | <0.1% | +8,741 | New | Holders |