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 TAO SYNERGIES INC (SNPX). 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 | 31,475 | +18,100 | +135.3% | 0.00% | $116K | $33.89 |
| 2025 Q3 | INITIATED | 13,375 | — | — | 0.00% | $88K | — |
As of 2025 Q4 — sorted by position size