Summit Financial, LLC
- SEC CIK
- 0001765536
- Latest filing
- Aug 12, 2026
PENN holding history
PENN Entertainment, 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.
PENN overviewAll 13F holders of PENNFull Q2 2026 holdings
- Shares (Q2 2023)
- 0
- Sold out in Q2 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 0 | $0 | 0.0% | −7,566−100.0% | Sold out | Holders |
| Q1 2023 | 7,566 | $224.4K | <0.1% | −1,633−17.8% | Reduced | Holders |
| Q4 2022 | 9,199 | $273.2K | <0.1% | −242−2.6% | Reduced | Holders |
| Q3 2022 | 9,441 | $259.7K | <0.1% | +1,000+11.8% | Added | Holders |
| Q2 2022 | 8,441 | $256.8K | <0.1% | −16,056−65.5% | Reduced | Holders |
| Q1 2022 | 24,497 | $1.04M | 0.1% | −18,009−42.4% | Reduced | Holders |
| Q4 2021 | 42,506 | $2.20M | 0.2% | −300−0.7% | Reduced | Holders |
| Q3 2021 | 42,806 | $3.10M | 0.3% | +42,806 | New | Holders |