Summit Financial, LLC: COR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Financial, LLC on COR, newest first. How the timeline and the estimate are built.
Summit Financial, LLC held 1,818 COR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 1,818 sharesChange vs previous 13F +16 shares
0.01% of the 13F portfolio, value $514,533.
13F-HR 0001172661-26-003336 filed by Summit Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,802 sharesChange vs previous 13F +108 shares
0.01% of the 13F portfolio, value $565,966.
13F-HR 0001172661-26-002343 filed by Summit Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,694 sharesChange vs previous 13F -25 shares
0.01% of the 13F portfolio, value $572,042.
13F-HR 0001172661-26-000703 filed by Summit Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,719 sharesChange vs previous 13F +10 shares
0.01% of the 13F portfolio, value $537,311.
13F-HR 0001172661-25-004930 filed by Summit Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,709 sharesChange vs previous 13F +81 shares
0.01% of the 13F portfolio, value $512,349.
13F-HR 0001765536-25-000007 filed by Summit Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,628 sharesChange vs previous 13F +545 shares
0.01% of the 13F portfolio, value $452,769.
13F-HR 0001765536-25-000004 filed by Summit Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,083 sharesChange vs previous 13F +34 shares
0.01% of the 13F portfolio, value $243,357.
13F-HR 0001765536-25-000001 filed by Summit Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,049 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $236,189.
13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).