Entity Type
Company
- Info
- Portfolio
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Summit Financial, LLC SEC EDGAR Filings
SEC filings, ownership reports, and insider transactions for CIK 0001765536.
Total Filings
32
Latest Filing
13 Feb 2026
Industry
n/a
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- Business address
- 4 Campus Drive, Parsippany, NJ, 07054
- Top securities (13F)
- VTI, VEU, IVV, AAPL, VUG, NVDA, MSFT, SPY, VOO, VTV, QQQM, AMZN, BRKB, JBND, QQQ, PYLD, PLTR, JPM, IBDY, and TSLA
- State of incorporation
- DE
- Fiscal year end
- 31 December
Quick Takeaways
- Summit Financial, LLC is an SEC filer tracked under CIK 0001765536.
- 32 filings are listed on this profile.
- Common form coverage includes 13F-HR, N-PX.
What Changed
- Latest filing: 13F-HR filed on 13 Feb 2026.
- Report period: 31 Dec 2025.
Why This Matters
- You can quote filing dates and form types directly from the SEC record on this page.
- Use this profile before deeper ownership or insider analysis to confirm filing history context.
Official SEC Source
Filer Overview
Summit Financial, LLC has filed 32 SEC EDGAR filings since 08 Feb 2019. Common forms include 13F-HR, N-PX.
Latest Filings
Recent SEC filings for Summit Financial, LLC with direct links to document and filing folders.
About this filer
Summit Financial, LLC files with the SEC under CIK 0001765536. This page aggregates EDGAR filings and related ownership activity.
FAQ
- What is a CIK?
- A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
- Why are some filings missing?
- New filings appear as the SEC updates EDGAR, and older records can vary by availability.
- How often is this page updated?
- Updates follow new EDGAR submissions and periodic data refreshes.