Summit Financial, LLC

SEC CIK: 0001765536
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

TRMB holding history

Trimble 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.

TRMB overview All 13F holders of TRMB Full Q2 2026 holdings

Shares (Q2 2026): 4,089
Value: $209.3K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of TRMB by Summit Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,089	$209.3K	<0.1%	−190−4.4%	Reduced	Holders
Q1 2026	4,279	$279.1K	<0.1%	−951−18.2%	Reduced	Holders
Q4 2025	5,230	$409.8K	<0.1%	+5,230	New	Holders