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Disclosery

Summit Financial, LLC: BND position timeline

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

Summit Financial, LLC held 73,894 BND 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 73,894 shares
    Change vs previous 13F -10,092 shares

    0.06% of the 13F portfolio, value $5,424,547.

    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 83,986 shares
    Change vs previous 13F +12,516 shares

    0.08% of the 13F portfolio, value $6,184,704.

    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 71,470 shares
    Change vs previous 13F -1,265 shares

    0.08% of the 13F portfolio, value $5,293,749.

    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 72,735 shares
    Change vs previous 13F -215,627 shares

    0.08% of the 13F portfolio, value $5,409,296.

    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 288,362 shares
    Change vs previous 13F +209,187 shares

    0.48% of the 13F portfolio, value $21,232,096.

    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 79,175 shares
    Change vs previous 13F -20,573 shares

    0.16% of the 13F portfolio, value $5,815,421.

    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 99,748 shares
    Change vs previous 13F +7,604 shares

    0.25% of the 13F portfolio, value $7,172,872.

    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 92,144 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $6,920,917.

    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).