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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

ERIE holding history

Erie Indemnity Co 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.

ERIE overviewAll 13F holders of ERIEFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q1 2025
Holdings of ERIE by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−1,404−100.0%Sold outHolders
Q1 20251,404$588.3K<0.1%+1,404NewHolders