Skip to main content

Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

IDA holding history

Idacorp 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.

IDA overviewAll 13F holders of IDAFull Q2 2026 holdings

Shares (Q2 2026)
1,838
Value
$278.1K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of IDA by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,838$278.1K<0.1%+1,838NewHolders