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Disclosery

Summit Financial, LLC: AEP position timeline

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

Summit Financial, LLC held 57,632 AEP 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 57,632 shares
    Change vs previous 13F +679 shares

    0.09% of the 13F portfolio, value $7,884,632.

    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 56,953 shares
    Change vs previous 13F +26,631 shares

    0.1% of the 13F portfolio, value $7,465,361.

    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 30,322 shares
    Change vs previous 13F -676 shares

    0.05% of the 13F portfolio, value $3,496,422.

    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 30,998 shares
    Change vs previous 13F +688 shares

    0.05% of the 13F portfolio, value $3,487,262.

    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 30,310 shares
    Change vs previous 13F -1,569 shares

    0.07% of the 13F portfolio, value $3,145,016.

    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 31,879 shares
    Change vs previous 13F +2,137 shares

    0.1% of the 13F portfolio, value $3,483,470.

    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 29,742 shares
    Change vs previous 13F +9,367 shares

    0.1% of the 13F portfolio, value $2,743,062.

    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 20,375 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,090,495.

    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).