Summit Financial Consulting LLCETFConcentrated trader

CIK: 0002065794 | STERLING HEIGHTS, MI

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	48	$136.4M	2026-10-15	SEC ↗
Q2 2026	13F-HR	49	$147.4M	2026-08-07	SEC ↗
Q1 2026	13F-HR	41	$139.7M	2026-04-10	SEC ↗
Q4 2025	13F-HR	43	$137.7M	2026-01-23	SEC ↗
Q3 2025	13F-HR	42	$125.3M	2025-10-15	SEC ↗
Q2 2025	13F-HR	40	$111.3M	2025-07-09	SEC ↗
Q1 2025	13F-HR	42	$107.8M	2025-04-29	SEC ↗