Ownership history in Summit Financial, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Summit Financial, LLC reported a position in DUPONTDENEMOURSINCCOM (DD). 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 Q3 | ADDED | 4,630 | +570 | +14.0% | 0.01% | $361K | $32.30 |
| 2025 Q2 | REDUCED | 4,060 | -17 | -0.4% | 0.01% | $278K | $28.29 |
| 2025 Q1 | ADDED | 4,077 | +146 | +3.7% | 0.01% | $304K | $30.62 |
| 2024 Q4 | ADDED | 3,931 | +65 | +1.7% | 0.01% | $300K | $31.10 |
| 2024 Q3 | ADDED | 3,866 | +102 | +2.7% | 0.01% | $344K | $36.19 |
| 2024 Q2 | REDUCED | 3,764 | -562 | -13.0% | 0.01% | $303K | $32.54 |
| 2022 Q3 | REDUCED | 4,326 | -944 | -17.9% | 0.02% | $218K | $19.67 |
| 2022 Q1 | ADDED | 5,270 | +1,238 | +30.7% | 0.03% | $388K | $28.42 |
| 2021 Q4 | REDUCED | 4,032 | -20 | -0.5% | 0.02% | $326K | $31.07 |
| 2021 Q3 | ADDED | 4,052 | +917 | +29.3% | 0.02% | $275K | $26.05 |
As of 2025 Q4 — sorted by position size