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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

RSG holding history

Republic Services, 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.

RSG overviewAll 13F holders of RSGFull Q2 2026 holdings

Shares (Q2 2026)
9,449
Value
$2.01M
% of portfolio
<0.1%
Quarters held
21
Since Q2 2021
Holdings of RSG by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,449$2.01M<0.1%+2,362+33.3%AddedHolders
Q1 20267,087$1.55M<0.1%−3,390−32.4%ReducedHolders
Q4 202510,477$2.22M<0.1%−587−5.3%ReducedHolders
Q3 202511,064$2.54M<0.1%−36−0.3%ReducedHolders
Q2 202511,100$2.74M0.1%−672−5.7%ReducedHolders
Q1 202511,772$2.85M0.1%+478+4.2%AddedHolders
Q4 202411,294$2.27M0.1%−105−0.9%ReducedHolders
Q3 202411,399$2.29M0.1%+360+3.3%AddedHolders
Q2 202411,039$2.15M0.1%+3,749+51.4%AddedHolders
Q1 20247,290$1.40M0.1%−292−3.9%ReducedHolders
Q4 20237,582$1.25M0.1%+29+0.4%AddedHolders
Q3 20237,553$1.08M0.1%+32+0.4%AddedHolders
Q2 20237,521$1.16M0.1%−208−2.7%ReducedHolders
Q1 20237,729$1.05M0.1%−42−0.5%ReducedHolders
Q4 20227,771$1.00M0.1%+237+3.1%AddedHolders
Q3 20227,534$1.03M0.1%+1,399+22.8%AddedHolders
Q2 20226,135$805.7K0.1%+49+0.8%AddedHolders
Q1 20226,086$809.2K0.1%+837+15.9%AddedHolders
Q4 20215,249$734.3K0.1%+1,662+46.3%AddedHolders
Q3 20213,587$432.3K<0.1%+1,756+95.9%AddedHolders
Q2 20211,831$202.2K<0.1%+1,831NewHolders