Summit Financial, LLC

SEC CIK: 0001765536
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

UPXI holding history

Upexi, 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.

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

Shares (Q2 2026): 15,000
Value: $11.8K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2026

Holdings of UPXI by Summit Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	15,000	$11.8K	<0.1%	+1,500+11.1%	Added	Holders
Q1 2026	13,500	$13.3K	<0.1%	+13,500	New	Holders