Ownership history in Summit Financial, LLC · 2 quarters on record
This page tracks every 13F SEC filing in which Summit Financial, LLC reported a position in DIREXION SHS ETF TR (CURE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 2,831 | +19 | +0.7% | 0.00% | $316K | $111.56 |
| 2025 Q3 | INITIATED | 2,812 | — | — | 0.00% | $235K | $83.31 |
As of 2025 Q4 — sorted by position size