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Disclosery

Summit Financial, LLC: BX position timeline

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

Summit Financial, LLC held 70,333 BX 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 70,333 shares
    Change vs previous 13F +2,625 shares

    0.09% of the 13F portfolio, value $8,276,133.

    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 67,708 shares
    Change vs previous 13F +9,182 shares

    0.1% of the 13F portfolio, value $7,785,749.

    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 58,526 shares
    Change vs previous 13F -1,822 shares

    0.13% of the 13F portfolio, value $9,021,163.

    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 60,348 shares
    Change vs previous 13F -333 shares

    0.16% of the 13F portfolio, value $10,310,488.

    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 60,681 shares
    Change vs previous 13F +42,433 shares

    0.21% of the 13F portfolio, value $9,076,737.

    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 18,248 shares
    Change vs previous 13F +2,726 shares

    0.07% of the 13F portfolio, value $2,550,762.

    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 15,522 shares
    Change vs previous 13F +3,951 shares

    0.09% of the 13F portfolio, value $2,676,252.

    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 11,571 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,771,821.

    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).