Summit Financial, LLC
- SEC CIK
- 0001765536
- Latest filing
- Aug 12, 2026
WSO holding history
Watsco 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.
WSO overviewAll 13F holders of WSOFull Q2 2026 holdings
- Shares (Q2 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −551−100.0% | Sold out | Holders |
| Q1 2025 | 551 | $279.9K | <0.1% | −159−22.4% | Reduced | Holders |
| Q4 2024 | 710 | $336.3K | <0.1% | +211+42.3% | Added | Holders |
| Q3 2024 | 499 | $245.3K | <0.1% | +64+14.7% | Added | Holders |
| Q2 2024 | 435 | $201.5K | <0.1% | +435 | New | Holders |