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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

WCN holding history

Waste Connections, 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.

WCN overviewAll 13F holders of WCNFull Q2 2026 holdings

Shares (Q2 2026)
1,266
Value
$211.1K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of WCN by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,266$211.1K<0.1%−371−22.7%ReducedHolders
Q1 20261,637$265.9K<0.1%−145−8.1%ReducedHolders
Q4 20251,782$312.5K<0.1%+5+0.3%AddedHolders
Q3 20251,777$312.4K<0.1%−185−9.4%ReducedHolders
Q2 20251,962$366.4K<0.1%−59−2.9%ReducedHolders
Q1 20252,021$394.5K<0.1%+34+1.7%AddedHolders
Q4 20241,987$341.0K<0.1%−534−21.2%ReducedHolders
Q3 20242,521$450.8K<0.1%+2,521NewHolders