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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

SFM holding history

Sprouts Farmers Market, 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.

SFM overviewAll 13F holders of SFMFull Q2 2026 holdings

Shares (Q2 2026)
37,910
Value
$3.21M
% of portfolio
<0.1%
Quarters held
5
Since Q2 2025
Holdings of SFM by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202637,910$3.21M<0.1%−1,355−3.5%ReducedHolders
Q1 202639,265$3.03M<0.1%+35,682+995.9%AddedHolders
Q4 20253,583$285.5K<0.1%+1,292+56.4%AddedHolders
Q3 20252,291$249.3K<0.1%−246−9.7%ReducedHolders
Q2 20252,537$417.7K<0.1%+2,537NewHolders