Summit Financial, LLC

SEC CIK: 0001765536
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

JOBY holding history

Joby Aviation, 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.

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

Shares (Q2 2026): 17,779
Value: $158.6K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of JOBY by Summit Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	17,779	$158.6K	<0.1%	−6,299−26.2%	Reduced	Holders
Q1 2026	24,078	$198.9K	<0.1%	+9,964+70.6%	Added	Holders
Q4 2025	14,114	$186.3K	<0.1%	+14,114	New	Holders