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Disclosery

Summit Financial, LLC: CME position timeline

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

Summit Financial, LLC held 3,527 CME 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 3,527 shares
    Change vs previous 13F +62 shares

    0.01% of the 13F portfolio, value $778,822.

    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 3,465 shares
    Change vs previous 13F +500 shares

    0.01% of the 13F portfolio, value $1,023,279.

    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 2,965 shares
    Change vs previous 13F -49 shares

    0.01% of the 13F portfolio, value $809,693.

    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 3,014 shares
    Change vs previous 13F -149 shares

    0.01% of the 13F portfolio, value $814,327.

    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 3,163 shares
    Change vs previous 13F +188 shares

    0.02% of the 13F portfolio, value $871,915.

    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 2,975 shares
    Change vs previous 13F +198 shares

    0.02% of the 13F portfolio, value $789,239.

    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 2,777 shares
    Change vs previous 13F +950 shares

    0.02% of the 13F portfolio, value $660,975.

    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).

  8. period ended2024-09-30
    13F 1,827 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $403,128.

    13F-HR 0001765536-24-000003 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).