Summit Financial, LLC
- SEC CIK
- 0001765536
- Latest filing
- Aug 12, 2026
KBH holding history
KB Home 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.
KBH overviewAll 13F holders of KBHFull Q2 2026 holdings
- Shares (Q2 2026)
- 19,228
- Value
- $1.20M
- % of portfolio
- <0.1%
- Quarters held
- 10
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 19,228 | $1.20M | <0.1% | +269+1.4% | Added | Holders |
| Q1 2026 | 18,959 | $981.1K | <0.1% | −33−0.2% | Reduced | Holders |
| Q4 2025 | 18,992 | $1.07M | <0.1% | +274+1.5% | Added | Holders |
| Q3 2025 | 18,718 | $1.19M | <0.1% | −15,344−45.0% | Reduced | Holders |
| Q2 2025 | 34,062 | $1.80M | <0.1% | +15,400+82.5% | Added | Holders |
| Q1 2025 | 18,662 | $1.08M | <0.1% | +49+0.3% | Added | Holders |
| Q4 2024 | 18,613 | $1.22M | <0.1% | +86+0.5% | Added | Holders |
| Q3 2024 | 18,527 | $1.59M | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 18,527 | $1.30M | 0.1% | +15,332+479.9% | Added | Holders |
| Q1 2024 | 3,195 | $226.5K | <0.1% | +3,195 | New | Holders |