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Summit Financial, LLC: ABT position timeline

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

Summit Financial, LLC held 51,290 ABT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,290 shares
    Change vs previous 13F +1,287 shares

    0.05% of the 13F portfolio, value $4,654,073.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 50,003 shares
    Change vs previous 13F -5,949 shares

    0.07% of the 13F portfolio, value $5,133,856.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 55,952 shares
    Change vs previous 13F -1,319 shares

    0.1% of the 13F portfolio, value $7,010,174.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 57,271 shares
    Change vs previous 13F -2,003 shares

    0.12% of the 13F portfolio, value $7,670,875.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 59,274 shares
    Change vs previous 13F -6,564 shares

    0.18% of the 13F portfolio, value $8,061,884.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 65,838 shares
    Change vs previous 13F +6,899 shares

    0.24% of the 13F portfolio, value $8,733,396.

    13F-HR 0001765536-25-000004 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 58,939 shares
    Change vs previous 13F +8,986 shares

    0.23% of the 13F portfolio, value $6,666,557.

    13F-HR 0001765536-25-000001 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 49,953 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,695,173.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).