Summit Financial, LLC
- SEC CIK
- 0001765536
- Latest filing
- Aug 12, 2026
WPM holding history
Wheaton Precious Metals 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.
WPM overviewAll 13F holders of WPMFull Q2 2026 holdings
- Shares (Q2 2026)
- 242,785
- Value
- $27.3M
- % of portfolio
- 0.3%
- Quarters held
- 12
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 242,785 | $27.3M | 0.3% | +1,396+0.6% | Added | Holders |
| Q1 2026 | 241,389 | $31.7M | 0.4% | −66,586−21.6% | Reduced | Holders |
| Q4 2025 | 307,975 | $36.2M | 0.5% | −14,978−4.6% | Reduced | Holders |
| Q3 2025 | 322,953 | $36.1M | 0.6% | +32,282+11.1% | Added | Holders |
| Q2 2025 | 290,671 | $26.1M | 0.6% | −36,412−11.1% | Reduced | Holders |
| Q1 2025 | 327,083 | $25.4M | 0.7% | −44,491−12.0% | Reduced | Holders |
| Q4 2024 | 371,574 | $20.9M | 0.7% | +27,423+8.0% | Added | Holders |
| Q3 2024 | 344,151 | $21.0M | 0.8% | +36,213+11.8% | Added | Holders |
| Q2 2024 | 307,938 | $16.1M | 0.7% | +86,882+39.3% | Added | Holders |
| Q1 2024 | 221,056 | $10.4M | 0.6% | +53,585+32.0% | Added | Holders |
| Q4 2023 | 167,471 | $8.26M | 0.5% | +17,533+11.7% | Added | Holders |
| Q3 2023 | 149,938 | $6.08M | 0.4% | +149,938 | New | Holders |