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Summit Financial Consulting LLC: TLT position timeline

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

Summit Financial Consulting LLC held 12,602 TLT 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 12,602 shares
    Change vs previous 13F +134 shares

    0.74% of the 13F portfolio, value $1,089,085.

    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 12,468 shares
    Change vs previous 13F +401 shares

    0.77% of the 13F portfolio, value $1,080,853.

    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 12,067 shares
    Change vs previous 13F -883 shares

    0.76% of the 13F portfolio, value $1,051,784.

    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 12,950 shares
    Change vs previous 13F -56 shares

    0.92% of the 13F portfolio, value $1,157,322.

    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 13,006 shares
    Change vs previous 13F +332 shares

    1.03% of the 13F portfolio, value $1,147,748.

    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 12,674 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,153,673.

    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).