Summit Financial, LLC
- SEC CIK
- 0001765536
- Latest filing
- Aug 12, 2026
IT holding history
Gartner 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.
IT overviewAll 13F holders of ITFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −1,058−100.0% | Sold out | Holders |
| Q3 2025 | 1,058 | $278.1K | <0.1% | +337+46.7% | Added | Holders |
| Q2 2025 | 721 | $291.2K | <0.1% | −1,635−69.4% | Reduced | Holders |
| Q1 2025 | 2,356 | $988.7K | <0.1% | +1,751+289.4% | Added | Holders |
| Q4 2024 | 605 | $292.9K | <0.1% | +3+0.5% | Added | Holders |
| Q3 2024 | 602 | $305.1K | <0.1% | −6−1.0% | Reduced | Holders |
| Q2 2024 | 608 | $273.0K | <0.1% | +608 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −728−100.0% | Sold out | Holders |
| Q3 2022 | 728 | $201.4K | <0.1% | +728 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −749−100.0% | Sold out | Holders |
| Q1 2022 | 749 | $222.8K | <0.1% | +749 | New | Holders |