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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

SSB holding history

SouthState Bank 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.

SSB overviewAll 13F holders of SSBFull Q2 2026 holdings

Shares (Q2 2026)
2,861
Value
$285.8K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of SSB by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,861$285.8K<0.1%+2,861NewHolders