Skip to content
Disclosery

Summit Financial, LLC: AMGN position timeline

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

Summit Financial, LLC held 19,430 AMGN 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 19,430 shares
    Change vs previous 13F -1,301 shares

    0.08% of the 13F portfolio, value $7,036,167.

    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 20,731 shares
    Change vs previous 13F +5,313 shares

    0.09% of the 13F portfolio, value $7,294,164.

    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 15,418 shares
    Change vs previous 13F +1,796 shares

    0.07% of the 13F portfolio, value $5,046,584.

    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 13,622 shares
    Change vs previous 13F -207 shares

    0.06% of the 13F portfolio, value $3,844,256.

    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 13,829 shares
    Change vs previous 13F +2,771 shares

    0.09% of the 13F portfolio, value $3,861,238.

    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 11,058 shares
    Change vs previous 13F +492 shares

    0.1% of the 13F portfolio, value $3,445,167.

    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 10,566 shares
    Change vs previous 13F +2,018 shares

    0.1% of the 13F portfolio, value $2,753,827.

    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 8,548 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,754,231.

    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).