Summit Financial Consulting LLC

CIK 0002065794 • 7 13F filings • Apr 29, 2025 – Oct 15, 2026

Import this data to Google Sheets with:

=jivedata("summit-financial-consulting-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

$0 latest

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsOther

No holdings data for this filing. Run the 13f-holdings-enricher to populate.

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Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 15, 2026	Q3 2026	13F-HR	0002065794-26-000004	—	View
Jan 23, 2026	Q4 2025	13F-HR	0002065794-26-000001	$137.7M	View
Oct 15, 2025	Q3 2025