Summit Financial, LLC
- SEC CIK
- 0001765536
- Latest filing
- Aug 12, 2026
TVE holding history
Tennessee Valley Authority 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.
TVE overviewAll 13F holders of TVEFull Q2 2026 holdings
- Shares (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −48,927−100.0% | Sold out | Holders |
| Q2 2025 | 48,927 | $1.14M | <0.1% | +1,346+2.8% | Added | Holders |
| Q1 2025 | 47,581 | $1.12M | <0.1% | +1,296+2.8% | Added | Holders |
| Q4 2024 | 46,285 | $1.03M | <0.1% | +1,890+4.3% | Added | Holders |
| Q3 2024 | 44,395 | $1.01M | <0.1% | +3,604+8.8% | Added | Holders |
| Q2 2024 | 40,791 | $898.6K | <0.1% | +9,550+30.6% | Added | Holders |
| Q1 2024 | 31,241 | $686.7K | <0.1% | +31,241 | New | Holders |