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Disclosery

Summit Financial, LLC: ACN position timeline

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

Summit Financial, LLC held 11,509 ACN 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 11,509 shares
    Change vs previous 13F -1,919 shares

    0.02% of the 13F portfolio, value $1,432,218.

    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 13,428 shares
    Change vs previous 13F +4,775 shares

    0.03% of the 13F portfolio, value $2,662,565.

    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 8,653 shares
    Change vs previous 13F -2,728 shares

    0.03% of the 13F portfolio, value $2,321,705.

    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 11,381 shares
    Change vs previous 13F -2,740 shares

    0.04% of the 13F portfolio, value $2,806,585.

    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 14,121 shares
    Change vs previous 13F +227 shares

    0.1% of the 13F portfolio, value $4,220,724.

    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 13,894 shares
    Change vs previous 13F -134 shares

    0.12% of the 13F portfolio, value $4,335,354.

    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 14,028 shares
    Change vs previous 13F +681 shares

    0.17% of the 13F portfolio, value $4,934,919.

    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 13,347 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,717,989.

    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).