Skip to content
Disclosery

Summit Financial Consulting LLC: SPGP position timeline

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

Summit Financial Consulting LLC held 2,673 SPGP 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 2,673 shares
    Change vs previous 13F -139 shares

    0.22% of the 13F portfolio, value $326,908.

    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 2,812 shares
    Change vs previous 13F -17 shares

    0.22% of the 13F portfolio, value $302,641.

    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 2,829 shares
    Change vs previous 13F -167 shares

    0.23% of the 13F portfolio, value $322,110.

    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 2,996 shares
    Change vs previous 13F -68 shares

    0.27% of the 13F portfolio, value $340,398.

    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 3,064 shares
    Change vs previous 13F -19 shares

    0.3% of the 13F portfolio, value $329,980.

    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 3,083 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $307,906.

    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).