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Disclosery

Summit Financial, LLC: COST position timeline

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

Summit Financial, LLC held 26,539 COST 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 26,539 shares
    Change vs previous 13F +326 shares

    0.27% of the 13F portfolio, value $24,826,731.

    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 26,213 shares
    Change vs previous 13F +7,796 shares

    0.33% of the 13F portfolio, value $26,119,891.

    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 18,417 shares
    Change vs previous 13F -9,773 shares

    0.23% of the 13F portfolio, value $15,881,716.

    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 28,190 shares
    Change vs previous 13F +683 shares

    0.4% of the 13F portfolio, value $26,093,408.

    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 27,507 shares
    Change vs previous 13F -152 shares

    0.62% of the 13F portfolio, value $27,230,225.

    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 27,659 shares
    Change vs previous 13F -257 shares

    0.73% of the 13F portfolio, value $26,159,220.

    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 27,916 shares
    Change vs previous 13F +986 shares

    0.9% of the 13F portfolio, value $25,579,040.

    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 26,930 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $23,873,582.

    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).