SUMMIT SECURITIES GROUP LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,055,337
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/5/2026 | 910 | 1,055,337 | 13F-HR | SUMMIT SECURITIES GROUP LLC |
| Q2 2026 | 8/3/2026 | 1,135 | 1,045,598 | 13F-HR | SUMMIT SECURITIES GROUP LLC |
| Q1 2026 | 4/30/2026 | 1,015 | 809,914 | 13F-HR | SUMMIT SECURITIES GROUP LLC |
| Q4 2025 | 2/17/2026 | 991 | 767,659 | 13F-HR | SUMMIT SECURITIES GROUP LLC |
| Q3 2025 | 11/13/2025 | 983 | 483,902 | 13F-HR | SUMMIT SECURITIES GROUP LLC |
| Q2 2025 | 8/12/2025 | 1,049 | 519,617 | 13F-HR | SUMMIT SECURITIES GROUP LLC |
| Q1 2014 | 4/17/2014 | 543 | 167,280 | 13F-HR | WHITE BAY PT LLC |
| Q4 2013 | 2/13/2014 | 758 | 575,126 | 13F-HR | WHITE BAY PT LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
473.8 K
(44.9% of total reported value)
· QoQ Δ:
-55.58 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 546.8 K | 94.0% | 204.7 K | 0 | 204.7 K |
| ETFs | 34.82 K | 6.0% | 0 | 139.3 K | -139.3 K |
| Debt | 0 | 0.0% | 0 | 83 | -83 |
| Other | 3 | 0.0% | 0 | 5 | -5 |
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Fund Snapshot
Q3 2026
Latest filed
11/5/2026
Total value ($000)
1,055,337
Holdings
910
QoQ value change ($000)
9,739
(0.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.