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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

WAT holding history

Waters 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.

WAT overviewAll 13F holders of WATFull Q2 2026 holdings

Shares (Q2 2026)
646
Value
$242.2K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of WAT by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026646$242.2K<0.1%+646NewHolders