Skip to content
Disclosery

Summit Financial, LLC: CMG position timeline

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

Summit Financial, LLC held 184,039 CMG 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 184,039 shares
    Change vs previous 13F +159,201 shares

    0.07% of the 13F portfolio, value $6,257,326.

    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 24,838 shares
    Change vs previous 13F -1,031 shares

    0.01% of the 13F portfolio, value $795,064.

    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 25,869 shares
    Change vs previous 13F -2,532 shares

    0.01% of the 13F portfolio, value $957,153.

    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 28,401 shares
    Change vs previous 13F -3,381 shares

    0.02% of the 13F portfolio, value $1,113,035.

    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 31,782 shares
    Change vs previous 13F -4,787 shares

    0.04% of the 13F portfolio, value $1,784,559.

    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 36,569 shares
    Change vs previous 13F -215,389 shares

    0.05% of the 13F portfolio, value $1,836,129.

    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 251,958 shares
    Change vs previous 13F -949,463 shares

    0.53% of the 13F portfolio, value $15,193,067.

    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 1,201,421 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $69,225,878.

    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).