Filer Snapshot

Summit Financial, LLC

CIK 0001765536. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

33

Latest Filing

15 May 2026

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 15 May 2026 for CIK 0001765536.

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Business address
4 Campus Drive, Parsippany, NJ, 07054
Top securities (13F)
VTI, VEU, AAPL, IVV, VUG, NVDA, VTV, SPY, VOO, JBND, MSFT, AMZN, QQQM, BRKB, QQQ, PYLD, SPYG, JPM, SPYV, and GOOG
State of incorporation
DE
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Summit Financial, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $7.85B across 1,397 reported holdings for Q1 2026.
  • Largest parsed 13F holding: VTI at $555.55M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 1,397 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 15 May 2026

VTI

7.1%

Vanguard Index Fds

$555.55M

VEU

3.3%

Vanguard Intl Equity Index F

$259.26M

AAPL

2.1%

Apple Inc

$167.51M

IVV

2.1%

Ishares Tr

$167.19M

VUG

1.6%

Vanguard Index Fds

$124.08M

Latest update

What changed recently for Summit Financial, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

15 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 15 May 2026.

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Benchmark Context

Benchmark context for this company

Summit Financial, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

Summit Financial, LLC has filed 33 SEC EDGAR filings since 08 Feb 2019. Common forms include 13F-HR, N-PX.

Summit Financial, LLC SEC filings Summit Financial, LLC 13F portfolio

Latest Filings

Recent SEC filings for Summit Financial, LLC with direct links to document and filing folders.

13F-HR File 028-19062

13F-HR filing

Filing date
15 May 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-19062

13F-HR filing

Filing date
13 Feb 2026
Reporting date
31 Dec 2025
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13F-HR File 028-19062

13F-HR filing

Filing date
14 Nov 2025
Reporting date
30 Sep 2025
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N-PX File 028-19062

N-PX filing

Filing date
29 Aug 2025
Reporting date
30 Jun 2025
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N-PX File 028-19062

N-PX filing

Filing date
29 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-19062

13F-HR filing

Filing date
13 Aug 2025
Reporting date
30 Jun 2025
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13F-HR File 028-19062

13F-HR filing

Filing date
14 May 2025
Reporting date
31 Mar 2025
SEC evidence
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13F-HR File 028-19062

13F-HR filing

Filing date
12 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
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13F-HR File 028-19062

13F-HR filing

Filing date
12 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
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N-PX File 028-19062

N-PX filing

Filing date
28 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-19062

13F-HR filing

Filing date
31 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-19062

13F-HR filing

Filing date
24 Apr 2024
Reporting date
31 Mar 2024
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13F-HR File 028-19062

13F-HR filing

Filing date
06 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
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13F-HR File 028-19062

13F-HR filing

Filing date
07 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
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13F-HR File 028-19062

13F-HR filing

Filing date
11 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-19062

13F-HR filing

Filing date
03 May 2023
Reporting date
31 Mar 2023
SEC evidence
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13F-HR File 028-19062

13F-HR filing

Filing date
07 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-19062

13F-HR filing

Filing date
15 Nov 2022
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-19062

13F-HR filing

Filing date
12 Aug 2022
Reporting date
30 Jun 2022
SEC evidence
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13F-HR File 028-19062

13F-HR filing

Filing date
10 May 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-19062

13F-HR filing

Filing date
07 Feb 2022
Reporting date
31 Dec 2021
SEC evidence
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13F-HR File 028-19062

13F-HR filing

Filing date
08 Nov 2021
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-19062

13F-HR filing

Filing date
06 Aug 2021
Reporting date
30 Jun 2021
SEC evidence
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13F-HR File 028-19062

13F-HR filing

Filing date
03 May 2021
Reporting date
31 Mar 2021
SEC evidence
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13F-HR File 028-19062

13F-HR filing

Filing date
09 Feb 2021
Reporting date
31 Dec 2020
SEC evidence
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13F-HR File 028-19062

13F-HR filing

Filing date
22 Oct 2020
Reporting date
30 Sep 2020
SEC evidence
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13F-HR File 028-19062

13F-HR filing

Filing date
12 Aug 2020
Reporting date
30 Jun 2020
SEC evidence
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13F-HR File 028-19062

13F-HR filing

Filing date
04 May 2020
Reporting date
31 Mar 2020
SEC evidence
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13F-HR File 028-19062

13F-HR filing

Filing date
11 Feb 2020
Reporting date
31 Dec 2019
SEC evidence
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13F-HR File 028-19062

13F-HR filing

Filing date
04 Nov 2019
Reporting date
30 Sep 2019
SEC evidence
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13F-HR File 028-19062

13F-HR filing

Filing date
01 Aug 2019
Reporting date
30 Jun 2019
SEC evidence
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13F-HR File 028-19062

13F-HR filing

Filing date
14 May 2019
Reporting date
31 Mar 2019
SEC evidence
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13F-HR File 028-19062

13F-HR filing

Filing date
08 Feb 2019
Reporting date
31 Dec 2018
SEC evidence
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Next action
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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.
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