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Disclosery

Summit Financial, LLC: AFL position timeline

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

Summit Financial, LLC held 22,967 AFL 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 22,967 shares
    Change vs previous 13F +172 shares

    0.03% of the 13F portfolio, value $2,692,881.

    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 22,795 shares
    Change vs previous 13F -511 shares

    0.03% of the 13F portfolio, value $2,500,838.

    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 23,306 shares
    Change vs previous 13F -44 shares

    0.04% of the 13F portfolio, value $2,569,981.

    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 23,350 shares
    Change vs previous 13F -22,405 shares

    0.04% of the 13F portfolio, value $2,608,182.

    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 45,755 shares
    Change vs previous 13F +3,308 shares

    0.11% of the 13F portfolio, value $4,825,362.

    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 42,447 shares
    Change vs previous 13F +23,178 shares

    0.13% of the 13F portfolio, value $4,719,689.

    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 19,269 shares
    Change vs previous 13F +123 shares

    0.07% of the 13F portfolio, value $1,993,185.

    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 19,146 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,140,545.

    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).