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Disclosery

Summit Financial, LLC: BP position timeline

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

Summit Financial, LLC held 16,625 BP 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 16,625 shares
    Change vs previous 13F +1,156 shares

    0.01% of the 13F portfolio, value $614,279.

    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 15,469 shares
    Change vs previous 13F -2,398 shares

    0.01% of the 13F portfolio, value $727,061.

    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 17,867 shares
    Change vs previous 13F +229 shares

    0.01% of the 13F portfolio, value $620,514.

    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 17,638 shares
    Change vs previous 13F -41 shares

    0.01% of the 13F portfolio, value $607,800.

    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 17,679 shares
    Change vs previous 13F +1,631 shares

    0.01% of the 13F portfolio, value $529,121.

    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 16,048 shares
    Change vs previous 13F -4,344 shares

    0.02% of the 13F portfolio, value $542,270.

    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 20,392 shares
    Change vs previous 13F +3,084 shares

    0.02% of the 13F portfolio, value $602,799.

    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 17,308 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $543,307.

    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).