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Disclosery

Summit Financial, LLC: BNY position timeline

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

Summit Financial, LLC held 69,336 BNY 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 69,336 shares
    Change vs previous 13F +1,901 shares

    0.11% of the 13F portfolio, value $10,026,722.

    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 67,435 shares
    Change vs previous 13F +7,098 shares

    0.1% of the 13F portfolio, value $7,999,859.

    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 60,337 shares
    Change vs previous 13F +10 shares

    0.1% of the 13F portfolio, value $7,004,522.

    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 60,327 shares
    Change vs previous 13F +2,160 shares

    0.1% of the 13F portfolio, value $6,573,230.

    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 58,167 shares
    Change vs previous 13F +46,525 shares

    0.12% of the 13F portfolio, value $5,299,595.

    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 11,642 shares
    Change vs previous 13F +249 shares

    0.03% of the 13F portfolio, value $976,415.

    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 11,393 shares
    Change vs previous 13F +607 shares

    0.03% of the 13F portfolio, value $875,324.

    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 10,786 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $775,082.

    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).