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Summit Financial Consulting LLC: NZF position timeline

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

Summit Financial Consulting LLC held 41,208 NZF 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 41,208 shares
    Change vs previous 13F +1,307 shares

    0.35% of the 13F portfolio, value $522,517.

    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 39,901 shares
    Change vs previous 13F +11,144 shares

    0.35% of the 13F portfolio, value $485,994.

    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 28,757 shares
    Change vs previous 13F +3,386 shares

    0.26% of the 13F portfolio, value $361,763.

    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 25,371 shares
    Change vs previous 13F +1,775 shares

    0.25% of the 13F portfolio, value $318,660.

    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 23,596 shares
    Change vs previous 13F +2,755 shares

    0.25% of the 13F portfolio, value $281,264.

    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 20,841 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $254,885.

    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).