Summit Portfolio Management, LTD. historic quarter change: USA Preferred Shares, Reduced
In preferred shares (listed in the US), over 0 quarters from 2026-03-31 to 2026-03-31, Summit Portfolio Management, LTD. opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2132683), 0 quarters: . Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2026-03-31.
No two consecutive quarters are held here yet, so nothing is compared.
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