Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001765536-25-000004
Filing Date
2025-05-14
Accepted
2025-05-14 11:57:46
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-05-14

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1922
2 SUMMIT FINANCIAL Summit13f20250331.html INFORMATION TABLE  
2 SUMMIT FINANCIAL Summit13f20250331.xml INFORMATION TABLE 378131
  Complete submission text file 0001765536-25-000004.txt   381253
Mailing Address 4 CAMPUS DRIVE PARSIPPANY NJ 07054
Business Address 4 CAMPUS DRIVE PARSIPPANY NJ 07054 9732853600
Summit Financial, LLC (Filer) CIK: 0001765536 (see all company filings)

EIN.: 371895248 | State of Incorp.: DE | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-19062 | Film No.: 25943798