Skip to main content

Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

KEYS holding history

Keysight Technologies, 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.

KEYS overviewAll 13F holders of KEYSFull Q2 2026 holdings

Shares (Q2 2026)
5,808
Value
$2.03M
% of portfolio
<0.1%
Quarters held
12
Since Q3 2023
Holdings of KEYS by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,808$2.03M<0.1%+2,598+80.9%AddedHolders
Q1 20263,210$906.4K<0.1%−98−3.0%ReducedHolders
Q4 20253,308$672.2K<0.1%+114+3.6%AddedHolders
Q3 20253,194$558.7K<0.1%−148−4.4%ReducedHolders
Q2 20253,342$547.6K<0.1%−126−3.6%ReducedHolders
Q1 20253,468$519.4K<0.1%+73+2.2%AddedHolders
Q4 20243,395$545.3K<0.1%+47+1.4%AddedHolders
Q3 20243,348$532.1K<0.1%+34+1.0%AddedHolders
Q2 20243,314$453.2K<0.1%+530+19.0%AddedHolders
Q1 20242,784$435.4K<0.1%+28+1.0%AddedHolders
Q4 20232,756$438.5K<0.1%+87+3.3%AddedHolders
Q3 20232,669$353.1K<0.1%+2,669NewHolders