Summit Financial, LLC

Q2 2026 13F Holdings

Location
Parsippany, NJ
Holdings as of
6/30/2026
Value ($000)
$9,120,848
Num holdings
1,580
Date filed
8/12/2026
Form type
13F-HR
Prev filing
5/15/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type