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Disclosery

Summit Financial, LLC: BA position timeline

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

Summit Financial, LLC held 72,544 BA 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 72,544 shares
    Change vs previous 13F +1,801 shares

    0.17% of the 13F portfolio, value $15,703,590.

    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 70,743 shares
    Change vs previous 13F +48,106 shares

    0.18% of the 13F portfolio, value $14,080,070.

    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 22,637 shares
    Change vs previous 13F +3,739 shares

    0.07% of the 13F portfolio, value $4,914,967.

    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 18,898 shares
    Change vs previous 13F +1,809 shares

    0.06% of the 13F portfolio, value $4,078,663.

    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 17,089 shares
    Change vs previous 13F +4,126 shares

    0.08% of the 13F portfolio, value $3,580,569.

    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 12,963 shares
    Change vs previous 13F +173 shares

    0.06% of the 13F portfolio, value $2,210,767.

    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 12,790 shares
    Change vs previous 13F +2,631 shares

    0.08% of the 13F portfolio, value $2,263,859.

    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 10,159 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,544,558.

    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).