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Livermore
Livermore
ZHEN

Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

F holding history

Ford Motor 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.

F overviewAll 13F holders of FFull Q2 2026 holdings

Shares (Q2 2026)
98,507
Value
$1.37M
% of portfolio
<0.1%
Quarters held
21
Since Q2 2021
Holdings of F by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202698,507$1.37M<0.1%+7,654+8.4%AddedHolders
Q1 202690,853$1.05M<0.1%+1,177+1.3%AddedHolders
Q4 202589,676$1.18M<0.1%+24,502+37.6%AddedHolders
Q3 202565,174$779.5K<0.1%+20,656+46.4%AddedHolders
Q2 202544,518$483.0K<0.1%+1,805+4.2%AddedHolders
Q1 202542,713$428.4K<0.1%+1,302+3.1%AddedHolders
Q4 202441,411$410.0K<0.1%−2,303−5.3%ReducedHolders
Q3 202443,714$461.6K<0.1%−1,450−3.2%ReducedHolders
Q2 202445,164$566.4K<0.1%+12,964+40.3%AddedHolders
Q1 202432,200$427.6K<0.1%+4,664+16.9%AddedHolders
Q4 202327,536$335.7K<0.1%−1,496−5.2%ReducedHolders
Q3 202329,032$360.6K<0.1%+804+2.8%AddedHolders
Q2 202328,228$427.1K<0.1%+7,135+33.8%AddedHolders
Q1 202321,093$265.8K<0.1%+711+3.5%AddedHolders
Q4 202220,382$237.0K<0.1%−799−3.8%ReducedHolders
Q3 202221,181$237.2K<0.1%−9,298−30.5%ReducedHolders
Q2 202230,479$339.2K<0.1%−9,716−24.2%ReducedHolders
Q1 202240,195$679.7K0.1%+1,619+4.2%AddedHolders
Q4 202138,576$801.2K0.1%+18,337+90.6%AddedHolders
Q3 202120,239$286.6K<0.1%+3,632+21.9%AddedHolders
Q2 202116,607$246.8K<0.1%+16,607NewHolders