Current Market Value 4,424,203,456
Current Holdings 809
Most Recent File Date 2025-08-13
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Summit Financial, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-13 2025-06-30 13F-HR 809 4,424,203
2025-05-14 2025-03-31 13F-HR 706 3,568,500
2025-02-12 2024-12-31 13F-HR 636 2,852,778
2024-11-12 2024-09-30 13F-HR 539 2,552,870
2024-07-31 2024-06-30 13F-HR 487 2,189,417
2024-04-24 2024-03-31 13F-HR 381 1,687,959
2024-02-06 2023-12-31 13F-HR 351 1,530,284
2023-11-07 2023-09-30 13F-HR 332 1,354,195
2023-08-11 2023-06-30 13F-HR 319 1,371,921
2023-05-03 2023-03-31 13F-HR 256 1,144,583
2023-02-07 2022-12-31 13F-HR 248 1,063,475
2022-11-15 2022-09-30 13F-HR 253 1,055,699
2022-08-12 2022-06-30 13F-HR 231 1,067,160
2022-05-10 2022-03-31 13F-HR 247 1,281,914
2022-02-07 2021-12-31 13F-HR 243 1,311,494
2021-11-08 2021-09-30 13F-HR 221 1,165,740
2021-08-06 2021-06-30 13F-HR 167 1,009,712
2021-05-03 2021-03-31 13F-HR 56 758,497
2021-02-09 2020-12-31 13F-HR 52 711,428
2020-10-22 2020-09-30 13F-HR 34 604,663
2020-08-12 2020-06-30 13F-HR 35 564,779
2020-05-04 2020-03-31 13F-HR 43 455,001
2020-02-11 2019-12-31 13F-HR 46 588,836
2019-11-04 2019-09-30 13F-HR 25 590,246
2019-08-01 2019-06-30 13F-HR 44 592,684
2019-05-14 2019-03-31 13F-HR 51 582,773
2019-02-08 2018-12-31 13F-HR 47 514,987