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Disclosery

Summit Financial Consulting LLC: SPYM position timeline

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

Summit Financial Consulting LLC held 8,328 SPYM 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 8,328 shares
    Change vs previous 13F -4,746 shares

    0.5% of the 13F portfolio, value $731,904.

    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 13,074 shares
    Change vs previous 13F +79 shares

    0.72% of the 13F portfolio, value $1,000,707.

    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 12,995 shares
    Change vs previous 13F -860 shares

    0.76% of the 13F portfolio, value $1,042,463.

    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 13,855 shares
    Change vs previous 13F +1,938 shares

    0.87% of the 13F portfolio, value $1,085,381.

    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 11,917 shares
    Change vs previous 13F -4,302 shares

    0.78% of the 13F portfolio, value $866,282.

    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 16,219 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $1,066,579.

    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).