CRDL β€” CARDIOL THERAPEUTICS INC

Ownership history in Summit Financial, LLC  Β·  2 quarters on record

AI Ownership Summary

Summit Financial, LLC reported CARDIOL THERAPEUTICS INC (CRDL) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. The latest visible filing shows CRDL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CRDL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Summit Financial, LLC's position in CARDIOL THERAPEUTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CRDL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Summit Financial, LLC held CRDL β€” position size vs. price
% of Fund (quarterly)    CRDL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 104,059 -24,950 -19.3% 0.00% $99K 2026-02-14 (Est.) $1.04
2025 Q3 INITIATED 129,009 β€” β€” 0.00% $138K 2025-11-14 $1.02

FAQ About Summit Financial, LLC and CRDL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Summit Financial, LLC reported owning CRDL?

Summit Financial, LLC reported CRDL across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported CRDL position in Summit Financial, LLC's portfolio?

The largest reported portfolio weight for CRDL was 0.00% in 2025 Q3.

What is the latest reported CRDL position on this page?

The most recent filing on this page is 2025 Q4, when Summit Financial, LLC reported 104,059 shares, equal to 0.00% of portfolio, with an estimated market value of $99K.

What does the chart on this CRDL ownership page compare?

The chart compares Summit Financial, LLC's quarterly CRDL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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