Summit Financial, LLC
- SEC CIK
- 0001765536
- Latest filing
- Aug 12, 2026
WES holding history
Western Midstream Partners, LP 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.
WES overviewAll 13F holders of WESFull Q2 2026 holdings
- Shares (Q2 2026)
- 94,579
- Value
- $4.14M
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 94,579 | $4.14M | <0.1% | +277+0.3% | Added | Holders |
| Q1 2026 | 94,302 | $3.88M | <0.1% | +10.0% | Added | Holders |
| Q4 2025 | 94,301 | $3.72M | 0.1% | +200+0.2% | Added | Holders |
| Q3 2025 | 94,101 | $3.70M | 0.1% | +77+0.1% | Added | Holders |
| Q2 2025 | 94,024 | $3.64M | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 94,024 | $3.85M | 0.1% | +47+0.1% | Added | Holders |
| Q4 2024 | 93,977 | $3.61M | 0.1% | +2,409+2.6% | Added | Holders |
| Q3 2024 | 91,568 | $3.50M | 0.1% | +76,594+511.5% | Added | Holders |
| Q2 2024 | 14,974 | $594.9K | <0.1% | +14,974 | New | Holders |