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Summit Financial, LLC: AMP position timeline

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

Summit Financial, LLC held 11,534 AMP 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 11,534 shares
    Change vs previous 13F -343 shares

    0.06% of the 13F portfolio, value $5,291,309.

    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 11,877 shares
    Change vs previous 13F +7,306 shares

    0.07% of the 13F portfolio, value $5,278,003.

    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 4,571 shares
    Change vs previous 13F -2,077 shares

    0.03% of the 13F portfolio, value $2,241,399.

    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 6,648 shares
    Change vs previous 13F -194 shares

    0.05% of the 13F portfolio, value $3,265,925.

    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 6,842 shares
    Change vs previous 13F -101 shares

    0.08% of the 13F portfolio, value $3,651,896.

    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 6,943 shares
    Change vs previous 13F +1,900 shares

    0.09% of the 13F portfolio, value $3,361,080.

    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 5,043 shares
    Change vs previous 13F -1,233 shares

    0.09% of the 13F portfolio, value $2,685,293.

    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 6,276 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,948,556.

    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).