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 PALLADYNE AI CORP (PDYN). 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 | 143,032 | +6,729 | +4.9% | 0.01% | $609K | $4.26 |
| 2025 Q3 | INITIATED | 136,303 | — | — | 0.02% | $1.2M | $8.59 |
As of 2025 Q4 — sorted by position size