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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

SNDA holding history

Sonida Senior Living, 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.

SNDA overviewAll 13F holders of SNDAFull Q2 2026 holdings

Shares (Q2 2026)
7,209
Value
$294.1K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of SNDA by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,209$294.1K<0.1%00.0%UnchangedHolders
Q1 20267,209$232.5K<0.1%+7,209NewHolders