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Disclosery

Summit Financial, LLC: BRO position timeline

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

Summit Financial, LLC held 13,351 BRO 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 13,351 shares
    Change vs previous 13F +1,260 shares

    0.01% of the 13F portfolio, value $856,488.

    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 12,091 shares
    Change vs previous 13F -20,041 shares

    0.01% of the 13F portfolio, value $788,464.

    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 32,132 shares
    Change vs previous 13F -522 shares

    0.04% of the 13F portfolio, value $2,560,884.

    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 32,654 shares
    Change vs previous 13F -1,176 shares

    0.05% of the 13F portfolio, value $3,062,640.

    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 33,830 shares
    Change vs previous 13F -1,585 shares

    0.08% of the 13F portfolio, value $3,750,736.

    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 35,415 shares
    Change vs previous 13F +28,390 shares

    0.12% of the 13F portfolio, value $4,405,611.

    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 7,025 shares
    Change vs previous 13F +168 shares

    0.03% of the 13F portfolio, value $716,698.

    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 6,857 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $710,381.

    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).