Summit Financial, LLC
- SEC CIK
- 0001765536
- Latest filing
- Aug 12, 2026
ETJ holding history
Eaton Vance Risk-Managed Diversified Equity Income Fund 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.
ETJ overviewAll 13F holders of ETJFull Q2 2026 holdings
- Shares (Q2 2026)
- 14,941
- Value
- $123.6K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 14,941 | $123.6K | <0.1% | −388−2.5% | Reduced | Holders |
| Q1 2026 | 15,329 | $125.2K | <0.1% | +40.0% | Added | Holders |
| Q4 2025 | 15,325 | $135.2K | <0.1% | −7,920−34.1% | Reduced | Holders |
| Q3 2025 | 23,245 | $209.0K | <0.1% | +5,570+31.5% | Added | Holders |
| Q2 2025 | 17,675 | $159.8K | <0.1% | +17,675 | New | Holders |