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Disclosery

Summit Financial Consulting LLC: USRT position timeline

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

Summit Financial Consulting LLC held 8,354 USRT 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 8,354 shares
    Change vs previous 13F +250 shares

    0.38% of the 13F portfolio, value $555,123.

    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 8,104 shares
    Change vs previous 13F +1,238 shares

    0.34% of the 13F portfolio, value $479,676.

    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 6,866 shares
    Change vs previous 13F +892 shares

    0.28% of the 13F portfolio, value $391,087.

    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 5,974 shares
    Change vs previous 13F +509 shares

    0.28% of the 13F portfolio, value $350,793.

    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 5,465 shares
    Change vs previous 13F +602 shares

    0.28% of the 13F portfolio, value $309,100.

    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 4,863 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $280,109.

    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).