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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

ETN holding history

Eaton Corp plc 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.

ETN overviewAll 13F holders of ETNFull Q2 2026 holdings

Shares (Q2 2026)
9,562
Value
$4.07M
% of portfolio
<0.1%
Quarters held
9
Since Q2 2024
Holdings of ETN by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,562$4.07M<0.1%+982+11.4%AddedHolders
Q1 20268,580$3.07M<0.1%−73−0.8%ReducedHolders
Q4 20258,653$2.76M<0.1%+154+1.8%AddedHolders
Q3 20258,499$3.18M<0.1%+656+8.4%AddedHolders
Q2 20257,843$2.80M0.1%−1,876−19.3%ReducedHolders
Q1 20259,719$2.64M0.1%+3,053+45.8%AddedHolders
Q4 20246,666$2.21M0.1%+3,543+113.4%AddedHolders
Q3 20243,123$1.04M<0.1%+208+7.1%AddedHolders
Q2 20242,915$914.0K<0.1%+2,915NewHolders