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Disclosery

Summit Financial, LLC: CLM position timeline

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

Summit Financial, LLC held 17,754 CLM 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 17,754 shares
    Change vs previous 13F -877 shares

    <0.01% of the 13F portfolio, value $134,223.

    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 18,631 shares
    Change vs previous 13F -796 shares

    <0.01% of the 13F portfolio, value $135,635.

    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 19,427 shares
    Change vs previous 13F -2,360 shares

    <0.01% of the 13F portfolio, value $162,411.

    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 21,787 shares
    Change vs previous 13F +160 shares

    <0.01% of the 13F portfolio, value $180,396.

    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 21,627 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $175,611.

    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).