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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

MAC holding history

Macerich Co 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.

MAC overviewAll 13F holders of MACFull Q2 2026 holdings

Shares (Q2 2026)
27,577
Value
$694.7K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of MAC by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,577$694.7K<0.1%00.0%UnchangedHolders
Q1 202627,577$521.2K<0.1%−10.0%ReducedHolders
Q4 202527,578$509.1K<0.1%+18+0.1%AddedHolders
Q3 202527,560$501.6K<0.1%+14+0.1%AddedHolders
Q2 202527,546$445.7K<0.1%−10.0%ReducedHolders
Q1 202527,547$473.0K<0.1%00.0%UnchangedHolders
Q4 202427,547$548.7K<0.1%+27,547NewHolders