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Disclosery

Summit Financial, LLC: BSX position timeline

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

Summit Financial, LLC held 21,581 BSX 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 21,581 shares
    Change vs previous 13F +139 shares

    0.01% of the 13F portfolio, value $921,083.

    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 21,442 shares
    Change vs previous 13F -9,322 shares

    0.02% of the 13F portfolio, value $1,345,466.

    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 30,764 shares
    Change vs previous 13F -1,511 shares

    0.04% of the 13F portfolio, value $2,933,356.

    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 32,275 shares
    Change vs previous 13F -444 shares

    0.05% of the 13F portfolio, value $3,150,969.

    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 32,719 shares
    Change vs previous 13F +3,224 shares

    0.08% of the 13F portfolio, value $3,514,305.

    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 29,495 shares
    Change vs previous 13F +12 shares

    0.08% of the 13F portfolio, value $2,975,415.

    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 29,483 shares
    Change vs previous 13F +3,428 shares

    0.09% of the 13F portfolio, value $2,633,386.

    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 26,055 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,183,375.

    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).