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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

LINE holding history

Lineage, 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.

LINE overviewAll 13F holders of LINEFull Q2 2026 holdings

Shares (Q2 2026)
12,510
Value
$547.7K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of LINE by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,510$547.7K<0.1%−55−0.4%ReducedHolders
Q1 202612,565$418.3K<0.1%+64+0.5%AddedHolders
Q4 202512,501$444.1K<0.1%−20−0.2%ReducedHolders
Q3 202512,521$483.8K<0.1%−12,520−50.0%ReducedHolders
Q2 202525,041$1.10M<0.1%+12,529+100.1%AddedHolders
Q1 202512,512$733.6K<0.1%+20.0%AddedHolders
Q4 202412,510$739.3K<0.1%00.0%UnchangedHolders
Q3 202412,510$985.3K<0.1%+12,510NewHolders