Summit Financial, LLC
- SEC CIK
- 0001765536
- Latest filing
- Aug 12, 2026
T holding history
AT&T 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.
T overviewAll 13F holders of TFull Q2 2026 holdings
- Shares (Q2 2026)
- 388,479
- Value
- $8.04M
- % of portfolio
- 0.1%
- Quarters held
- 21
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 388,479 | $8.04M | 0.1% | +56,942+17.2% | Added | Holders |
| Q1 2026 | 331,537 | $9.61M | 0.1% | −22,717−6.4% | Reduced | Holders |
| Q4 2025 | 354,254 | $8.80M | 0.1% | +7,677+2.2% | Added | Holders |
| Q3 2025 | 346,577 | $9.79M | 0.1% | +6,271+1.8% | Added | Holders |
| Q2 2025 | 340,306 | $9.85M | 0.2% | +103,597+43.8% | Added | Holders |
| Q1 2025 | 236,709 | $6.69M | 0.2% | −10,003−4.1% | Reduced | Holders |
| Q4 2024 | 246,712 | $5.62M | 0.2% | +101,206+69.6% | Added | Holders |
| Q3 2024 | 145,506 | $3.20M | 0.1% | +36,399+33.4% | Added | Holders |
| Q2 2024 | 109,107 | $2.09M | 0.1% | +50,182+85.2% | Added | Holders |
| Q1 2024 | 58,925 | $1.04M | 0.1% | +4,678+8.6% | Added | Holders |
| Q4 2023 | 54,247 | $910.3K | 0.1% | −1,453−2.6% | Reduced | Holders |
| Q3 2023 | 55,700 | $836.6K | 0.1% | −1,848−3.2% | Reduced | Holders |
| Q2 2023 | 57,548 | $917.9K | 0.1% | +2,411+4.4% | Added | Holders |
| Q1 2023 | 55,137 | $1.06M | 0.1% | +269+0.5% | Added | Holders |
| Q4 2022 | 54,868 | $1.01M | 0.1% | −17,265−23.9% | Reduced | Holders |
| Q3 2022 | 72,133 | $1.11M | 0.1% | −320.0% | Reduced | Holders |
| Q2 2022 | 72,165 | $1.51M | 0.1% | −529−0.7% | Reduced | Holders |
| Q1 2022 | 72,694 | $1.72M | 0.1% | +8,655+13.5% | Added | Holders |
| Q4 2021 | 64,039 | $1.58M | 0.1% | −4,663−6.8% | Reduced | Holders |
| Q3 2021 | 68,702 | $1.86M | 0.2% | +53,246+344.5% | Added | Holders |
| Q2 2021 | 15,456 | $444.8K | <0.1% | +15,456 | New | Holders |