Summit Financial Consulting LLC: FLMI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Financial Consulting LLC on FLMI, newest first. How the timeline and the estimate are built.
Summit Financial Consulting LLC held 38,156 FLMI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 38,156 sharesChange vs previous 13F +753 shares
0.65% of the 13F portfolio, value $960,387.
13F-HR 0002065794-26-000003 filed by Summit Financial Consulting LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 37,403 sharesChange vs previous 13F +4,947 shares
0.66% of the 13F portfolio, value $927,220.
13F-HR 0002065794-26-000002 filed by Summit Financial Consulting LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 32,456 sharesChange vs previous 13F +4,375 shares
0.59% of the 13F portfolio, value $807,181.
13F-HR 0002065794-26-000001 filed by Summit Financial Consulting LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 28,081 sharesChange vs previous 13F +1,594 shares
0.56% of the 13F portfolio, value $695,566.
13F-HR 0002065794-25-000004 filed by Summit Financial Consulting LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,487 sharesChange vs previous 13F +2,554 shares
0.58% of the 13F portfolio, value $642,575.
13F-HR 0002065794-25-000002 filed by Summit Financial Consulting LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 23,933 sharesChange vs previous 13F not available
0.54% of the 13F portfolio, value $584,923.
13F-HR 0002065794-25-000001 filed by Summit Financial Consulting LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).