Summit Financial, LLC

SEC CIK: 0001765536
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

SF holding history

Stifel Financial Corp 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.

SF overview All 13F holders of SF Full Q2 2026 holdings

Shares (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2025

Holdings of SF by Summit Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−3,949−100.0%	Sold out	Holders
Q2 2025	3,949	$409.8K	<0.1%	−1,319−25.0%	Reduced	Holders
Q1 2025	5,268	$496.6K	<0.1%	+5,268	New	Holders