Skip to content
Disclosery

Summit Financial, LLC: ARCC position timeline

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

Summit Financial, LLC held 134,094 ARCC 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 134,094 shares
    Change vs previous 13F +60,025 shares

    0.03% of the 13F portfolio, value $2,484,755.

    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 74,069 shares
    Change vs previous 13F +1,591 shares

    0.02% of the 13F portfolio, value $1,334,725.

    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 72,478 shares
    Change vs previous 13F +503 shares

    0.02% of the 13F portfolio, value $1,466,238.

    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 71,975 shares
    Change vs previous 13F +8,322 shares

    0.02% of the 13F portfolio, value $1,469,011.

    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 63,653 shares
    Change vs previous 13F +25,278 shares

    0.03% of the 13F portfolio, value $1,397,814.

    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 38,375 shares
    Change vs previous 13F +444 shares

    0.02% of the 13F portfolio, value $850,384.

    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 37,931 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $830,320.

    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).