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Disclosery

Summit Financial, LLC: AMT position timeline

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

Summit Financial, LLC held 5,737 AMT 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 5,737 shares
    Change vs previous 13F -75 shares

    0.01% of the 13F portfolio, value $948,578.

    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 5,812 shares
    Change vs previous 13F +29 shares

    0.01% of the 13F portfolio, value $1,003,039.

    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 5,783 shares
    Change vs previous 13F -704 shares

    0.02% of the 13F portfolio, value $1,025,190.

    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 6,487 shares
    Change vs previous 13F -2,358 shares

    0.02% of the 13F portfolio, value $1,247,495.

    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 8,845 shares
    Change vs previous 13F -448 shares

    0.04% of the 13F portfolio, value $1,969,834.

    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 9,293 shares
    Change vs previous 13F -233 shares

    0.06% of the 13F portfolio, value $2,022,096.

    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 9,526 shares
    Change vs previous 13F -3,227 shares

    0.06% of the 13F portfolio, value $1,762,661.

    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 12,753 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,965,806.

    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).