Summit Financial, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-14
- Total Holdings
- 706
- Total Value
- 3568500023
- Accession Number
- 0001765536-25-000004
- Form Type
- 13F-HR
- CIK
- 0001765536
- Manager Name
- Summit Financial, LLC
Data Enrichment
76% identified534 identified172 unidentified
Holdings
706 positions
Manager:
Search and click to pin securities to the top
Page 33 of 36
389637109
Shares:
3864(+7.2%)
Value:
$251.8M(-5.7%)
316092865
Shares:
4886(-0.2%)
Value:
$248.9M(+4.3%)
46137V365
Shares:
2984(+5.6%)
Value:
$244.3M(+13.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
7.7K | QoQ -6.19% (-506)YoY NEW(+7.7K) | All Managers (Combined) | $262.2K | YoY NEW(+$262.2K) | |
26.0K | All Managers (Combined) | $259.8K | |||
841 | YoY NEW(+841) | All Managers (Combined) | $259.6K | YoY NEW(+$259.6K) | |
3.6K | QoQ -0.46% (-17)YoY NEW(+3.6K) | All Managers (Combined) | $259.2K | YoY NEW(+$259.2K) | |
6.7K | QoQ -6.60% (-471)YoY NEW(+6.7K) | All Managers (Combined) | $257.9K | YoY NEW(+$257.9K) | |
5.2K | All Managers (Combined) | $252.6K | |||
940 | YoY NEW(+940) | All Managers (Combined) | $252.4K | YoY NEW(+$252.4K) | |
(cusip389637109)✕ | 3.9K | All Managers (Combined) | $251.8K | ||
1.1K | QoQ -5.31% (-59)YoY NEW(+1.1K) | All Managers (Combined) | $250.5K | YoY NEW(+$250.5K) | |
8.1K | QoQ -4.90% (-419)YoY NEW(+8.1K) | All Managers (Combined) | $250.3K | YoY NEW(+$250.3K) | |
3.3K | QoQ +3.62% (+114)YoY NEW(+3.3K) | All Managers (Combined) | $249.5K | YoY NEW(+$249.5K) | |
(cusip316092865)✕ | 4.9K | QoQ -0.20% (-10)YoY NEW(+4.9K) | All Managers (Combined) | $248.9K | YoY NEW(+$248.9K) |
Polaris Inc.(PIIcusip731068102) | 6.0K | YoY NEW(+6.0K) | All Managers (Combined) | $245.7K | YoY NEW(+$245.7K) |
4.6K | YoY NEW(+4.6K) | All Managers (Combined) | $244.5K | YoY NEW(+$244.5K) | |
(cusip46137V365)✕ | 3.0K | QoQ +5.62% (+159)YoY NEW(+3.0K) | All Managers (Combined) | $244.3K | YoY NEW(+$244.3K) |
2.2K | YoY NEW(+2.2K) | All Managers (Combined) | $243.5K | YoY NEW(+$243.5K) | |
1.8K | QoQ +4.55% (+79)YoY NEW(+1.8K) | All Managers (Combined) | $239.2K | YoY NEW(+$239.2K) | |
1.7K | YoY NEW(+1.7K) | All Managers (Combined) | $237.6K | YoY NEW(+$237.6K) | |
3.2K | QoQ -4.30% (-142)YoY NEW(+3.2K) | All Managers (Combined) | $235.5K | YoY NEW(+$235.5K) | |
2.3K | YoY NEW(+2.3K) | All Managers (Combined) | $235.0K | YoY NEW(+$235.0K) |