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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

MLM holding history

Martin Marietta Materials 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.

MLM overviewAll 13F holders of MLMFull Q2 2026 holdings

Shares (Q2 2026)
1,112
Value
$641.2K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of MLM by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,112$641.2K<0.1%+37+3.4%AddedHolders
Q1 20261,075$632.7K<0.1%+119+12.4%AddedHolders
Q4 2025956$595.2K<0.1%−25−2.5%ReducedHolders
Q3 2025981$618.4K<0.1%+191+24.2%AddedHolders
Q2 2025790$433.8K<0.1%+30+3.9%AddedHolders
Q1 2025760$363.5K<0.1%+29+4.0%AddedHolders
Q4 2024731$377.7K<0.1%+26+3.7%AddedHolders
Q3 2024705$379.6K<0.1%+20+2.9%AddedHolders
Q2 2024685$371.1K<0.1%+324+89.8%AddedHolders
Q1 2024361$221.6K<0.1%+361NewHolders