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Summit Financial, LLC: ANGL position timeline

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

Summit Financial, LLC held 487,919 ANGL 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 487,919 shares
    Change vs previous 13F +15,089 shares

    0.16% of the 13F portfolio, value $14,266,753.

    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 472,830 shares
    Change vs previous 13F +16,222 shares

    0.17% of the 13F portfolio, value $13,579,670.

    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 456,608 shares
    Change vs previous 13F +16,223 shares

    0.2% of the 13F portfolio, value $13,408,308.

    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 440,385 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $13,092,657.

    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).