Summit Financial, LLC

SEC CIK: 0001765536
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

WBA holding history

Walgreens Boots Alliance, 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.

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

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2024

Holdings of WBA by Summit Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−10,412−100.0%	Sold out	Holders
Q1 2025	10,412	$116.3K	<0.1%	−3,886−27.2%	Reduced	Holders
Q4 2024	14,298	$133.4K	<0.1%	+14,298	New	Holders