Summit Financial, LLC

SEC CIK: 0001765536
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

IOT holding history

Samsara 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.

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

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2025

Holdings of IOT by Summit Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−29,487−100.0%	Sold out	Holders
Q4 2025	29,487	$1.05M	<0.1%	+419+1.4%	Added	Holders
Q3 2025	29,068	$1.08M	<0.1%	+29,068	New	Holders