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Disclosery

Summit Financial, LLC: ADP position timeline

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

Summit Financial, LLC held 16,342 ADP 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 16,342 shares
    Change vs previous 13F -430 shares

    0.04% of the 13F portfolio, value $3,686,943.

    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 16,772 shares
    Change vs previous 13F -1,311 shares

    0.04% of the 13F portfolio, value $3,435,559.

    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 18,083 shares
    Change vs previous 13F -738 shares

    0.07% of the 13F portfolio, value $4,682,024.

    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 18,821 shares
    Change vs previous 13F -303 shares

    0.08% of the 13F portfolio, value $5,524,038.

    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 19,124 shares
    Change vs previous 13F -1,095 shares

    0.13% of the 13F portfolio, value $5,927,070.

    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 20,219 shares
    Change vs previous 13F +870 shares

    0.17% of the 13F portfolio, value $6,177,587.

    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 19,349 shares
    Change vs previous 13F +2,502 shares

    0.2% of the 13F portfolio, value $5,693,786.

    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 16,847 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,685,730.

    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).