Summit Financial, LLC

SEC CIK: 0001765536
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

HLI holding history

Houlihan Lokey, Inc. 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.

HLI overview All 13F holders of HLI Full Q2 2026 holdings

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2024

Holdings of HLI by Summit Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−1,994−100.0%	Sold out	Holders
Q2 2024	1,994	$268.9K	<0.1%	+310+18.4%	Added	Holders
Q1 2024	1,684	$215.9K	<0.1%	+1,684	New	Holders