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Disclosery

Summit Financial, LLC: CDL position timeline

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

Summit Financial, LLC held 106,380 CDL 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 106,380 shares
    Change vs previous 13F +7,841 shares

    0.09% of the 13F portfolio, value $8,252,283.

    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 98,539 shares
    Change vs previous 13F -5,656 shares

    0.09% of the 13F portfolio, value $7,342,739.

    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 104,195 shares
    Change vs previous 13F -1,657 shares

    0.11% of the 13F portfolio, value $7,173,614.

    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 105,852 shares
    Change vs previous 13F -585 shares

    0.11% of the 13F portfolio, value $7,366,213.

    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 106,437 shares
    Change vs previous 13F -2,902 shares

    0.16% of the 13F portfolio, value $7,088,098.

    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 109,339 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $7,488,624.

    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).