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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

EL holding history

Estee Lauder Companies 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.

EL overviewAll 13F holders of ELFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q2 2021
Holdings of EL by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−3,079−100.0%Sold outHolders
Q4 20233,079$450.3K<0.1%+136+4.6%AddedHolders
Q3 20232,943$425.3K<0.1%−17−0.6%ReducedHolders
Q2 20232,960$581.4K<0.1%−210−6.6%ReducedHolders
Q1 20233,170$781.3K0.1%+182+6.1%AddedHolders
Q4 20222,988$741.4K0.1%+155+5.5%AddedHolders
Q3 20222,833$611.7K0.1%+387+15.8%AddedHolders
Q2 20222,446$623.0K0.1%−338−12.1%ReducedHolders
Q1 20222,784$758.2K0.1%+146+5.5%AddedHolders
Q4 20212,638$976.6K0.1%+664+33.6%AddedHolders
Q3 20211,974$592.1K0.1%+1,297+191.6%AddedHolders
Q2 2021677$215.3K<0.1%+677NewHolders