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Disclosery

Summit Financial, LLC: CSX position timeline

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

Summit Financial, LLC held 59,735 CSX 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 59,735 shares
    Change vs previous 13F +7,230 shares

    0.03% of the 13F portfolio, value $2,839,215.

    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 52,505 shares
    Change vs previous 13F +7,521 shares

    0.03% of the 13F portfolio, value $2,155,334.

    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 44,984 shares
    Change vs previous 13F +2,525 shares

    0.02% of the 13F portfolio, value $1,630,684.

    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 42,459 shares
    Change vs previous 13F +7,487 shares

    0.02% of the 13F portfolio, value $1,507,721.

    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 34,972 shares
    Change vs previous 13F +2,541 shares

    0.03% of the 13F portfolio, value $1,141,147.

    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 32,431 shares
    Change vs previous 13F +2,797 shares

    0.03% of the 13F portfolio, value $954,444.

    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 29,634 shares
    Change vs previous 13F +3,436 shares

    0.03% of the 13F portfolio, value $956,289.

    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 26,198 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $904,617.

    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).