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Disclosery

Summit Financial, LLC: CFA position timeline

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

Summit Financial, LLC held 83,820 CFA 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 83,820 shares
    Change vs previous 13F +5,857 shares

    0.09% of the 13F portfolio, value $8,281,388.

    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 77,963 shares
    Change vs previous 13F +1,804 shares

    0.09% of the 13F portfolio, value $7,132,022.

    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 76,159 shares
    Change vs previous 13F -2,665 shares

    0.1% of the 13F portfolio, value $6,931,161.

    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 78,824 shares
    Change vs previous 13F -7,394 shares

    0.11% of the 13F portfolio, value $7,171,408.

    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 86,218 shares
    Change vs previous 13F +3,046 shares

    0.17% of the 13F portfolio, value $7,583,694.

    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 83,172 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $7,023,006.

    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).