Skip to content
Disclosery

Summit Financial, LLC: ACGL position timeline

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

Summit Financial, LLC held 23,515 ACGL 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 23,515 shares
    Change vs previous 13F -580 shares

    0.03% of the 13F portfolio, value $2,282,366.

    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 24,095 shares
    Change vs previous 13F +20,167 shares

    0.03% of the 13F portfolio, value $2,312,879.

    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 3,928 shares
    Change vs previous 13F +288 shares

    0.01% of the 13F portfolio, value $376,798.

    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 3,640 shares
    Change vs previous 13F +201 shares

    0.01% of the 13F portfolio, value $330,280.

    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 3,439 shares
    Change vs previous 13F +40 shares

    0.01% of the 13F portfolio, value $313,144.

    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 3,399 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $326,940.

    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).