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Disclosery

Summit Financial, LLC: CBSH position timeline

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

Summit Financial, LLC held 45,188 CBSH 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 45,188 shares
    Change vs previous 13F -6,718 shares

    0.03% of the 13F portfolio, value $2,609,621.

    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 51,906 shares
    Change vs previous 13F +111 shares

    0.03% of the 13F portfolio, value $2,553,797.

    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 51,795 shares
    Change vs previous 13F -7,033 shares

    0.04% of the 13F portfolio, value $2,710,955.

    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 58,828 shares
    Change vs previous 13F +13 shares

    0.05% of the 13F portfolio, value $3,515,537.

    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 58,815 shares
    Change vs previous 13F +76 shares

    0.08% of the 13F portfolio, value $3,656,545.

    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 58,739 shares
    Change vs previous 13F -502 shares

    0.1% of the 13F portfolio, value $3,655,335.

    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 59,241 shares
    Change vs previous 13F +2,791 shares

    0.13% of the 13F portfolio, value $3,691,307.

    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 56,450 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,353,130.

    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).