Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001765536-25-000007
Filing Date
2025-08-13
Accepted
2025-08-13 11:26:46
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-08-13

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1922
2 Summit13f20250630.html INFORMATION TABLE  
2 Summit13f20250630.xml INFORMATION TABLE 433320
  Complete submission text file 0001765536-25-000007.txt   436413
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