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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

PPLT holding history

abrdn Platinum ETF Trust 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.

PPLT overviewAll 13F holders of PPLTFull Q2 2026 holdings

Shares (Q2 2026)
30,400
Value
$429.6K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of PPLT by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,400$429.6K<0.1%00.0%UnchangedConverted for a 10-for-1 splitHolders
Q1 20263,040$541.8K<0.1%+113+3.9%AddedHolders
Q4 20252,927$545.7K<0.1%00.0%UnchangedHolders
Q3 20252,927$418.2K<0.1%00.0%UnchangedHolders
Q2 20252,927$359.6K<0.1%00.0%UnchangedHolders
Q1 20252,927$267.4K<0.1%00.0%UnchangedHolders
Q4 20242,927$243.1K<0.1%+2,927NewHolders