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Value $
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$2.55B
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Signature - Title
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Darnell Douglas - Compliance Associate
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Location
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Parsippany, NJ
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Summary
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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. Summit Financial, LLC reported 539 stock holdings with total value $2.55B as of Q3 2024. Top holdings included VTI, VEU, VUG, CMG, and VTV.