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Disclosery

Summit Financial, LLC: AMZN position timeline

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

Summit Financial, LLC held 415,028 AMZN 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 415,028 shares
    Change vs previous 13F +7,095 shares

    1.08% of the 13F portfolio, value $98,917,694.

    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 407,933 shares
    Change vs previous 13F +53,202 shares

    1.08% of the 13F portfolio, value $84,960,295.

    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 354,731 shares
    Change vs previous 13F -6,676 shares

    1.2% of the 13F portfolio, value $81,878,953.

    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 361,407 shares
    Change vs previous 13F +52,962 shares

    1.21% of the 13F portfolio, value $79,354,185.

    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 308,445 shares
    Change vs previous 13F +9,886 shares

    1.53% of the 13F portfolio, value $67,669,659.

    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 298,559 shares
    Change vs previous 13F +74,622 shares

    1.59% of the 13F portfolio, value $56,803,758.

    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 223,937 shares
    Change vs previous 13F +5,245 shares

    1.72% of the 13F portfolio, value $49,129,436.

    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 218,692 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $40,748,862.

    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).