Summit Financial, LLC
- SEC CIK
- 0001765536
- Latest filing
- Aug 12, 2026
SUNW holding history
Sunworks, 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.
SUNW overviewAll 13F holders of SUNWFull Q2 2026 holdings
- Shares (Q1 2024)
- 0
- Sold out in Q1 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 0 | $0 | 0.0% | −28,000−100.0% | Sold out | Holders |
| Q4 2023 | 28,000 | $6.57K | <0.1% | +14,000+100.0% | Added | Holders |
| Q3 2023 | 14,000 | $7.28K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 14,000 | $15.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 14,000 | $20.2K | <0.1% | +1,000+7.7% | Added | Holders |
| Q4 2022 | 13,000 | $20.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 13,000 | $36.3K | <0.1% | +13,000 | New | Holders |