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Disclosery

Summit Financial, LLC: BLK position timeline

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

Summit Financial, LLC held 4,068 BLK 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 4,068 shares
    Change vs previous 13F -216 shares

    0.04% of the 13F portfolio, value $3,911,153.

    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 4,284 shares
    Change vs previous 13F -874 shares

    0.05% of the 13F portfolio, value $4,120,156.

    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 5,158 shares
    Change vs previous 13F -85 shares

    0.08% of the 13F portfolio, value $5,521,172.

    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 5,243 shares
    Change vs previous 13F +167 shares

    0.09% of the 13F portfolio, value $6,112,576.

    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 5,076 shares
    Change vs previous 13F -131 shares

    0.12% of the 13F portfolio, value $5,325,802.

    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 5,207 shares
    Change vs previous 13F -6 shares

    0.14% of the 13F portfolio, value $4,928,200.

    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 5,213 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,343,896.

    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).