Summit Financial, LLC: APH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Financial, LLC on APH, newest first. How the timeline and the estimate are built.
Summit Financial, LLC held 38,172 APH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 38,172 sharesChange vs previous 13F +3,488 shares
0.07% of the 13F portfolio, value $6,739,954.
13F-HR 0001172661-26-003336 filed by Summit Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 34,684 sharesChange vs previous 13F -4,932 shares
0.06% of the 13F portfolio, value $4,390,870.
13F-HR 0001172661-26-002343 filed by Summit Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 39,616 sharesChange vs previous 13F +15,630 shares
0.08% of the 13F portfolio, value $5,363,529.
13F-HR 0001172661-26-000703 filed by Summit Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 23,986 sharesChange vs previous 13F +13,337 shares
0.05% of the 13F portfolio, value $2,968,291.
13F-HR 0001172661-25-004930 filed by Summit Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,649 sharesChange vs previous 13F +719 shares
0.02% of the 13F portfolio, value $1,053,352.
13F-HR 0001765536-25-000007 filed by Summit Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,930 sharesChange vs previous 13F -190 shares
0.02% of the 13F portfolio, value $651,322.
13F-HR 0001765536-25-000004 filed by Summit Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,120 sharesChange vs previous 13F -187 shares
0.02% of the 13F portfolio, value $704,523.
13F-HR 0001765536-25-000001 filed by Summit Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,307 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $673,243.
13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).