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Disclosery

Summit Financial, LLC: CIEN position timeline

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

Summit Financial, LLC held 48,934 CIEN 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 48,934 shares
    Change vs previous 13F +39,925 shares

    0.26% of the 13F portfolio, value $24,005,063.

    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 9,009 shares
    Change vs previous 13F +2,025 shares

    0.04% of the 13F portfolio, value $3,497,564.

    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 6,984 shares
    Change vs previous 13F -10 shares

    0.02% of the 13F portfolio, value $1,633,348.

    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 6,994 shares
    Change vs previous 13F -102 shares

    0.02% of the 13F portfolio, value $1,018,816.

    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 7,096 shares
    Change vs previous 13F +273 shares

    0.01% of the 13F portfolio, value $577,118.

    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 6,823 shares
    Change vs previous 13F +15 shares

    0.01% of the 13F portfolio, value $412,314.

    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 6,808 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $577,386.

    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).