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Disclosery

Summit Financial, LLC: CCJ position timeline

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

Summit Financial, LLC held 130,129 CCJ 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 130,129 shares
    Change vs previous 13F +2,916 shares

    0.15% of the 13F portfolio, value $13,254,970.

    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 127,213 shares
    Change vs previous 13F -1,400 shares

    0.18% of the 13F portfolio, value $13,816,616.

    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 128,613 shares
    Change vs previous 13F +7,230 shares

    0.17% of the 13F portfolio, value $11,766,768.

    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 121,383 shares
    Change vs previous 13F +124 shares

    0.16% of the 13F portfolio, value $10,179,180.

    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 121,259 shares
    Change vs previous 13F -42,911 shares

    0.2% of the 13F portfolio, value $9,001,038.

    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 164,170 shares
    Change vs previous 13F +13,998 shares

    0.19% of the 13F portfolio, value $6,757,218.

    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 150,172 shares
    Change vs previous 13F +108,454 shares

    0.27% of the 13F portfolio, value $7,717,343.

    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 41,718 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,992,446.

    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).