Summit Financial, LLC

13F Filings History

Latest 13F report
Q2 2024 - Jul 31, 2024
Value $
$2.19B
Signature - Title
Patricia Hasegawa - Compliance Officer
Location
Parsippany, NJ
Summary
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 487 stock holdings with total value $2.19B as of Q2 2024. Top holdings included VTI, VEU, VUG, CMG, and VTV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 487 $2.19B +$613M -$39.3M +$574M VTI, VEU, VUG, CMG, VTV 13F-HR 7/31/2024, 03:52 PM
Q1 2024 381 $1.69B +$104M -$74.5M +$29.1M VTI, VEU, CMG, VUG, VTV 13F-HR 4/24/2024, 12:25 PM
Q4 2023 351 $1.53B +$87.1M -$62.2M +$24.9M VTI, VEU, VUG, CMG, VTV 13F-HR 2/5/2024, 05:44 PM
Q3 2023 332 $1.35B +$80.9M -$37.9M +$43M VTI, VEU, VUG, CMG, VTV 13F-HR 11/7/2023, 02:28 PM
Q2 2023 319 $1.37B +$197M -$51M +$146M VTI, VEU, VUG, CMG, VTV 13F-HR 8/11/2023, 05:00 PM
Q1 2023 256 $1.14B +$21.2M -$14.7M +$6.5M VTI, VEU, VUG, CMG, VTV 13F-HR 5/3/2023, 01:06 PM
Q4 2022 248 $1.06B +$40M -$105M -$64.8M VTI, VEU, VUG, VTV, VBR 13F-HR 2/7/2023, 11:30 AM
Q3 2022 253 $1.06B +$63.8M -$12.1M +$51.7M VTI, VEU, VUG, SPY, CMG 13F-HR 11/15/2022, 09:41 AM
Q2 2022 231 $1.07B +$38.2M -$34.3M +$3.98M VTI, VEU, VUG, VTV, SPY 13F-HR 8/12/2022, 10:39 AM
Q1 2022 247 $1.28B +$75.7M -$36M +$39.6M VTI, VEU, VUG, VTV, VOO 13F-HR 5/10/2022, 11:47 AM
Q4 2021 243 $1.31B +$80.9M -$12.8M +$68.1M VTI, VEU, VUG, VOO, VTV 13F-HR 2/7/2022, 03:47 PM
Q3 2021 221 $1.17B +$167M -$2.62M +$164M VTI, VEU, VUG, VOO, VTV 13F-HR 11/8/2021, 01:46 PM
Q2 2021 167 $1.01B +$222M -$20.8M +$201M VTI, VEU, VUG, VTV, VBR 13F-HR 8/6/2021, 10:34 AM
Q1 2021 56 $758M +$9.61M -$5.69M +$3.92M VTI, VEU, VUG, VTV, VBR 13F-HR 5/3/2021, 01:16 PM
Q4 2020 52 $711M +$30.7M -$13.5M +$17.2M VTI, VEU, VUG, VTV, VBR 13F-HR 2/9/2021, 02:19 PM
Q3 2020 34 $605M +$4.89M -$7.89M -$3M VTI, VEU, VUG, VTV, VBR 13F-HR 10/22/2020, 11:21 AM
Q2 2020 35 $565M +$58.1M -$33.3M +$24.8M VTI, VEU, VUG, VTV, VBR 13F-HR 8/12/2020, 11:50 AM
Q1 2020 43 $455M +$7.66M -$3.47M +$4.19M VTI, VEU, VOE, VTV, VBR 13F-HR 5/4/2020, 11:30 AM
Q4 2019 46 $589M +$12.6M -$48.6M -$36M VTI, VEU, VOE, VTV, VBR 13F-HR 2/11/2020, 03:59 PM
Q3 2019 41 $576M $0 $0 VTI, VEU, VOE, VTV, VBR 13F-HR 11/4/2019, 03:04 PM
Q2 2019 44 $593M +$13.9M -$17.9M -$4.06M VTI, VEU, VOE, VTV, VBR 13F-HR 8/1/2019, 12:55 PM
Q1 2019 51 $583M +$9.58M -$3.34M +$6.24M VTI, VEU, VOE, VTV, GNR 13F-HR 5/14/2019, 09:56 AM
Q4 2018 47 $515M $0 $0 VTI, VEU, VOE, VTV, GNR 13F-HR 2/8/2019, 10:13 AM