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Disclosery

Summit Financial, LLC: CRM position timeline

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

Summit Financial, LLC held 32,105 CRM 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 32,105 shares
    Change vs previous 13F -1,005 shares

    0.06% of the 13F portfolio, value $5,043,328.

    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 33,110 shares
    Change vs previous 13F +14,940 shares

    0.08% of the 13F portfolio, value $6,180,589.

    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 18,170 shares
    Change vs previous 13F -7,381 shares

    0.07% of the 13F portfolio, value $4,820,771.

    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 25,551 shares
    Change vs previous 13F +9,019 shares

    0.09% of the 13F portfolio, value $6,055,532.

    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 16,532 shares
    Change vs previous 13F -15,322 shares

    0.1% of the 13F portfolio, value $4,514,869.

    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 31,854 shares
    Change vs previous 13F +13,155 shares

    0.24% of the 13F portfolio, value $8,548,303.

    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 18,699 shares
    Change vs previous 13F -521 shares

    0.22% of the 13F portfolio, value $6,258,971.

    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 19,220 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,268,302.

    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).