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Summit Financial, LLCETFDiversified active

CIK: 0001765536 | PARSIPPANY, NJ

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR1580$9.1B2026-08-12SEC ↗
Q1 2026
13F-HR1397$7.8B2026-05-15SEC ↗
Q4 2025
13F-HR1283$6.8B2026-02-13SEC ↗
Q3 2025
13F-HR1238$6.6B2025-11-14SEC ↗
Q2 2025
13F-HR809$4.4B2025-08-13SEC ↗
Q1 2025
13F-HR706$3.6B2025-05-14SEC ↗
Q4 2024
13F-HR662$2.9B2025-02-12SEC ↗
Q3 2024
13F-HR556$2.6B2024-11-12SEC ↗
Q2 2024
13F-HR487$2.2B2024-07-31SEC ↗
Q1 2024
13F-HR381$1.7B2024-04-24SEC ↗
Q4 2023
13F-HR351$1.5B2024-02-06SEC ↗
Q3 2023
13F-HR332$1.4B2023-11-07SEC ↗
Q2 2023
13F-HR319$1.4B2023-08-11SEC ↗
Q1 2023
13F-HR256$1.1B2023-05-03SEC ↗
Q4 2022
13F-HR248$1.1B2023-02-07SEC ↗
Q3 2022
13F-HR253$1.1B2022-11-15SEC ↗
Q2 2022
13F-HR231$1.1B2022-08-12SEC ↗
Q1 2022
13F-HR247$1.3B2022-05-10SEC ↗
Q4 2021
13F-HR243$1.3B2022-02-07SEC ↗
Q3 2021
13F-HR221$1.2B2021-11-08SEC ↗
Q2 2021
13F-HR167$1.0B2021-08-06SEC ↗
Q1 2021
13F-HR56$758.5M2021-05-03SEC ↗
Q4 2020
13F-HR52$711.4M2021-02-09SEC ↗
Q3 2020
13F-HR34$604.7M2020-10-22SEC ↗
Q2 2020
13F-HR35$564.8M2020-08-12SEC ↗
Q1 2020
13F-HR43$455.0M2020-05-04SEC ↗
Q4 2019
13F-HR46$588.8M2020-02-11SEC ↗
Q3 2019
13F-HR44$590.2M2019-11-04SEC ↗
Q2 2019
13F-HR44$592.7M2019-08-01SEC ↗
Q1 2019
13F-HR51$582.8M2019-05-14SEC ↗
Q4 2018
13F-HR47$515.0M2019-02-08SEC ↗