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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

TRGP holding history

Targa Resources 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.

TRGP overviewAll 13F holders of TRGPFull Q2 2026 holdings

Shares (Q2 2026)
1,082
Value
$290.1K
% of portfolio
<0.1%
Quarters held
20
Since Q3 2021
Holdings of TRGP by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,082$290.1K<0.1%+51+4.9%AddedHolders
Q1 20261,031$258.5K<0.1%−4,135−80.0%ReducedHolders
Q4 20255,166$953.2K<0.1%−315−5.7%ReducedHolders
Q3 20255,481$918.3K<0.1%−228−4.0%ReducedHolders
Q2 20255,709$993.8K<0.1%−3,371−37.1%ReducedHolders
Q1 20259,080$1.82M0.1%+4,462+96.6%AddedHolders
Q4 20244,618$824.3K<0.1%−184−3.8%ReducedHolders
Q3 20244,802$710.7K<0.1%+30+0.6%AddedHolders
Q2 20244,772$614.5K<0.1%+1,083+29.4%AddedHolders
Q1 20243,689$413.1K<0.1%−297−7.5%ReducedHolders
Q4 20233,986$346.3K<0.1%−20−0.5%ReducedHolders
Q3 20234,006$343.4K<0.1%00.0%UnchangedHolders
Q2 20234,006$304.9K<0.1%00.0%UnchangedHolders
Q1 20234,006$292.2K<0.1%+20.0%AddedHolders
Q4 20224,004$294.3K<0.1%+60+1.5%AddedHolders
Q3 20223,944$238.0K<0.1%00.0%UnchangedHolders
Q2 20223,944$235.3K<0.1%−102−2.5%ReducedHolders
Q1 20224,046$305.4K<0.1%−67−1.6%ReducedHolders
Q4 20214,113$214.9K<0.1%−51−1.2%ReducedHolders
Q3 20214,164$204.9K<0.1%+4,164NewHolders