Summit Financial, LLC LINEAGE INC Transaction History

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Number of Shares
12,521
Previous 25,041 50.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
N/A
-12,520 Reduced 50.0%
12,521 $0
Q2 2025

Aug 13, 2025
BUY
N/A
12,529 Added 100.14%
25,041 $0
Q1 2025

May 14, 2025
BUY
N/A
2 Added 0.02%
12,512 $0
Q3 2024

Nov 12, 2024
BUY
N/A
12,510 New
12,510 $0
Track This Portfolio

Track Summit Financial, LLC Portfolio

Follow Summit Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email