Summit Financial, LLC
- SEC CIK
- 0001765536
- Latest filing
- Aug 12, 2026
RMT holding history
Royce Micro-Cap Trust, 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.
RMT overviewAll 13F holders of RMTFull Q2 2026 holdings
- Shares (Q2 2026)
- 11,040
- Value
- $161.6K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 11,040 | $161.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 11,040 | $124.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 11,040 | $115.1K | <0.1% | −3,400−23.5% | Reduced | Holders |
| Q3 2025 | 14,440 | $150.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 14,440 | $133.6K | <0.1% | +14,440 | New | Holders |