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Summitas Investment Management LLCETFConcentrated long-term

CIK: 0002134540 | MCKINNEY, TX

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR10$132.7M2026-10-16SEC ↗
Q2 2026
13F-HR10$134.6M2026-08-14SEC ↗
Q1 2026
13F-HR10$127.5M2026-05-13SEC ↗
Q4 2025
13F-HR10$132.9M2026-05-26SEC ↗