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Investment Managers Ser Tr I shares owned by Summit Financial

Quarter-by-quarter ownership of Investment Managers Ser Tr I (CLSX) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Investment Managers Ser Tr I

Tip: Access up to 7 years of quarterly data

All positions including Investment Managers Ser Tr I held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investment Managers Ser Tr I by Summit Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $99k 12k 8.46

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Top funds holding Investment Managers Ser Tr I

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