Summit Financial, LLC
- SEC CIK
- 0001765536
- Latest filing
- Aug 12, 2026
TAOX holding history
TAO Synergies 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.
TAOX overviewAll 13F holders of TAOXFull Q2 2026 holdings
- Shares (Q2 2026)
- 57,760
- Value
- $215.4K
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q3 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 57,760 | $215.4K | <0.1% | +14,485+33.5% | Added | Holders |
| Q1 2026 | 43,275 | $246.2K | <0.1% | +11,800+37.5% | Added | Holders |
| Q4 2025 | 31,475 | $115.8K | <0.1% | +18,100+135.3% | Added | Holders |
| Q3 2025 | 13,375 | $87.6K | <0.1% | +13,375 | New | Holders |