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Summit Financial shares owned by Empowered Funds

Quarter-by-quarter ownership of Summit Financial (SMMF) shares owned by Empowered Funds from 13F filings

Historical chart of Empowered Funds investment in Summit Financial

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All positions including Summit Financial held by Empowered Funds consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Summit Financial by Empowered Funds

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 56k 27.16
2023-09-30 $1.1M 47k 22.54
2023-06-30 $895k 43k 20.66