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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

NDAQ holding history

Nasdaq, 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.

NDAQ overviewAll 13F holders of NDAQFull Q2 2026 holdings

Shares (Q2 2026)
3,454
Value
$272.3K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of NDAQ by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,454$272.3K<0.1%+3,454NewHolders