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Disclosery

Summit Financial, LLC: ADI position timeline

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

Summit Financial, LLC held 10,442 ADI 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 10,442 shares
    Change vs previous 13F +1,248 shares

    0.05% of the 13F portfolio, value $4,147,412.

    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 9,194 shares
    Change vs previous 13F +188 shares

    0.04% of the 13F portfolio, value $2,925,009.

    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 9,006 shares
    Change vs previous 13F -272 shares

    0.04% of the 13F portfolio, value $2,442,363.

    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 9,278 shares
    Change vs previous 13F -301 shares

    0.03% of the 13F portfolio, value $2,279,528.

    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 9,579 shares
    Change vs previous 13F -7,313 shares

    0.05% of the 13F portfolio, value $2,280,006.

    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 16,892 shares
    Change vs previous 13F -1,316 shares

    0.1% of the 13F portfolio, value $3,406,611.

    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 18,208 shares
    Change vs previous 13F +208 shares

    0.14% of the 13F portfolio, value $3,868,427.

    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 18,000 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,142,950.

    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).