Summit-Financial-Consulting

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "NAD",
  null,
  "MUB",
  "IVW",
  null,
  null,
  null,
  "MIY",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  null,
  null,
  "AAPL",
  "SCHX",
  null,
  "SPLG",
  "IEF",
  "F",
  null,
  null,
  null,
  null,
  "V",
  "DTE",
  "SCHG",
  "NZF",
  null,
  null,
  null,
  "BRK-B",
  "COST",
  "IJJ",
  "EPD",
  "XLK"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 42
Total Value: 107780773
Accession Number: 0002065794-25-000001
Form Type: 13F-HR
CIK: summit-financial-consulting
Manager Name: Summit-Financial-Consulting

Data Enrichment

45% identified

19 identified23 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

42 positions • $107.8M total value

SEC FilingSEC DataHachi Filing

Manager:

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464288414

MUB|464288414

Shares:2.0K

Value:$207.6K

% of Portfolio:0.2% ($207.6K/$107.8M)

FORD MOTOR CO

F|345370860

Shares:15.1K

Value:$151.0K

% of Portfolio:0.1% ($151.0K/$107.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(MUBcusip464288414)	2.0K	QoQ- YoY-	All Managers (Combined)	$207.6K	0.2% ($207.6K/$107.8M)	QoQ- YoY-
FORD MOTOR CO(Fcusip345370860)	15.1K	QoQ- YoY-	All Managers (Combined)	$151.0K	0.1% ($151.0K/$107.8M)	QoQ- YoY-