Summit Financial, LLC

SEC CIK: 0001765536
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

JLL holding history

Jones Lang Lasalle 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.

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

Shares (Q2 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2021

Holdings of JLL by Summit Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−1,010−100.0%	Sold out	Holders
Q1 2022	1,010	$241.9K	<0.1%	00.0%	Unchanged	Holders
Q4 2021	1,010	$272.0K	<0.1%	−7−0.7%	Reduced	Holders
Q3 2021	1,017	$252.3K	<0.1%	+1,017	New	Holders