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Summit Financial Consulting LLC: EEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Financial Consulting LLC on EEM, newest first. How the timeline and the estimate are built.

Summit Financial Consulting LLC held 118,253 EEM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 118,253 shares
    Change vs previous 13F -15,817 shares

    5.49% of the 13F portfolio, value $8,089,688.

    13F-HR 0002065794-26-000003 filed by Summit Financial Consulting LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 134,070 shares
    Change vs previous 13F -3,134 shares

    5.45% of the 13F portfolio, value $7,613,835.

    13F-HR 0002065794-26-000002 filed by Summit Financial Consulting LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 137,204 shares
    Change vs previous 13F +11,666 shares

    5.45% of the 13F portfolio, value $7,506,431.

    13F-HR 0002065794-26-000001 filed by Summit Financial Consulting LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 125,538 shares
    Change vs previous 13F +78,699 shares

    5.35% of the 13F portfolio, value $6,703,729.

    13F-HR 0002065794-25-000004 filed by Summit Financial Consulting LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 46,839 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $2,259,513.

    13F-HR 0002065794-25-000002 filed by Summit Financial Consulting LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).