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Disclosery

Summit Financial, LLC: CB position timeline

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

Summit Financial, LLC held 28,845 CB 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 28,845 shares
    Change vs previous 13F +12,691 shares

    0.11% of the 13F portfolio, value $9,851,320.

    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 16,154 shares
    Change vs previous 13F +31 shares

    0.07% of the 13F portfolio, value $5,280,430.

    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 16,123 shares
    Change vs previous 13F -994 shares

    0.07% of the 13F portfolio, value $5,047,776.

    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 17,117 shares
    Change vs previous 13F +707 shares

    0.07% of the 13F portfolio, value $4,831,303.

    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 16,410 shares
    Change vs previous 13F +46 shares

    0.11% of the 13F portfolio, value $4,769,753.

    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 16,364 shares
    Change vs previous 13F +1,330 shares

    0.14% of the 13F portfolio, value $4,941,904.

    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 15,034 shares
    Change vs previous 13F -475 shares

    0.15% of the 13F portfolio, value $4,167,660.

    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 15,509 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,486,846.

    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).