Skip to content
Disclosery

Summit Financial, LLC: CGUS position timeline

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

Summit Financial, LLC held 49,964 CGUS 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 49,964 shares
    Change vs previous 13F +5,117 shares

    0.02% of the 13F portfolio, value $2,226,490.

    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 44,847 shares
    Change vs previous 13F +9,080 shares

    0.02% of the 13F portfolio, value $1,727,013.

    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 35,767 shares
    Change vs previous 13F +9,743 shares

    0.02% of the 13F portfolio, value $1,438,906.

    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 26,024 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,028,989.

    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).