Summit Financial, LLC

SEC CIK: 0001765536
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

EME holding history

EMCOR Group, 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.

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

Shares (Q2 2026): 780
Value: $647.4K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2024

Holdings of EME by Summit Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	780	$647.4K	<0.1%	+484+163.5%	Added	Holders
Q1 2026	296	$218.6K	<0.1%	+296	New	Holders
Q1 2025	0	$0	0.0%	−495−100.0%	Sold out	Holders
Q4 2024	495	$224.7K	<0.1%	+495	New	Holders