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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

  1. period ended2026-06-30
    13F 38,156 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 37,403 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 32,456 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 28,081 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 26,487 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 23,933 shares
    Change 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), ingested

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