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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

KMB holding history

Kimberly Clark Corp 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.

KMB overviewAll 13F holders of KMBFull Q2 2026 holdings

Shares (Q2 2026)
6,108
Value
$678.4K
% of portfolio
<0.1%
Quarters held
13
Since Q2 2023
Holdings of KMB by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,108$678.4K<0.1%+74+1.2%AddedHolders
Q1 20266,034$589.3K<0.1%+338+5.9%AddedHolders
Q4 20255,696$580.9K<0.1%−300−5.0%ReducedHolders
Q3 20255,996$745.5K<0.1%−691−10.3%ReducedHolders
Q2 20256,687$870.2K<0.1%−302−4.3%ReducedHolders
Q1 20256,989$993.9K<0.1%+703+11.2%AddedHolders
Q4 20246,286$831.3K<0.1%+1,282+25.6%AddedHolders
Q3 20245,004$718.0K<0.1%−1,114−18.2%ReducedHolders
Q2 20246,118$853.0K<0.1%+1,302+27.0%AddedHolders
Q1 20244,816$628.7K<0.1%−10,112−67.7%ReducedHolders
Q4 202314,928$1.83M0.1%+11,929+397.8%AddedHolders
Q3 20232,999$365.9K<0.1%+982+48.7%AddedHolders
Q2 20232,017$280.8K<0.1%+2,017NewHolders