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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

FAST holding history

Fastenal 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.

FAST overviewAll 13F holders of FASTFull Q2 2026 holdings

Shares (Q2 2026)
7,495
Value
$360.0K
% of portfolio
<0.1%
Quarters held
7
Since Q3 2024
Holdings of FAST by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,495$360.0K<0.1%+933+14.2%AddedHolders
Q1 20266,562$304.5K<0.1%+848+14.8%AddedHolders
Q4 20255,714$229.3K<0.1%−26,539−82.3%ReducedHolders
Q3 202532,253$1.58M<0.1%+26,880+500.3%AddedHolders
Q2 20255,373$225.7K<0.1%+5,373NewHolders
Q1 20250$00.0%−3,494−100.0%Sold outHolders
Q4 20243,494$251.3K<0.1%−90−2.5%ReducedHolders
Q3 20243,584$256.0K<0.1%+3,584NewHolders