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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

RIG holding history

Transocean Ltd. 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.

RIG overviewAll 13F holders of RIGFull Q2 2026 holdings

Shares (Q2 2026)
44,035
Value
$215.3K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of RIG by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202644,035$215.3K<0.1%−100−0.2%ReducedHolders
Q1 202644,135$292.6K<0.1%−375−0.8%ReducedHolders
Q4 202544,510$183.8K<0.1%−850−1.9%ReducedHolders
Q3 202545,360$141.5K<0.1%+1,831+4.2%AddedHolders
Q2 202543,529$112.7K<0.1%−972−2.2%ReducedHolders
Q1 202544,501$141.1K<0.1%+1,009+2.3%AddedHolders
Q4 202443,492$163.1K<0.1%+43,492NewHolders