Skip to main content

Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

LW holding history

Lamb Weston Holdings, 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.

LW overviewAll 13F holders of LWFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q2 2025
Holdings of LW by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−5,016−100.0%Sold outHolders
Q2 20255,016$260.1K<0.1%+5,016NewHolders