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Disclosery

Summit Financial, LLC: CRH position timeline

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

Summit Financial, LLC held 21,413 CRH 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 21,413 shares
    Change vs previous 13F +1,769 shares

    0.03% of the 13F portfolio, value $2,291,161.

    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 19,644 shares
    Change vs previous 13F -540 shares

    0.03% of the 13F portfolio, value $2,072,632.

    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 20,184 shares
    Change vs previous 13F +130 shares

    0.04% of the 13F portfolio, value $2,518,952.

    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 20,054 shares
    Change vs previous 13F +495 shares

    0.04% of the 13F portfolio, value $2,404,445.

    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 19,559 shares
    Change vs previous 13F +141 shares

    0.04% of the 13F portfolio, value $1,795,502.

    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 19,418 shares
    Change vs previous 13F +264 shares

    0.05% of the 13F portfolio, value $1,708,188.

    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 19,154 shares
    Change vs previous 13F +402 shares

    0.06% of the 13F portfolio, value $1,772,114.

    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 18,752 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,739,047.

    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).