Skip to content
Disclosery

Summit Financial, LLC: CVS position timeline

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

Summit Financial, LLC held 32,608 CVS 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 32,608 shares
    Change vs previous 13F -753 shares

    0.04% of the 13F portfolio, value $3,373,345.

    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 33,361 shares
    Change vs previous 13F +482 shares

    0.03% of the 13F portfolio, value $2,396,019.

    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 32,879 shares
    Change vs previous 13F +1,507 shares

    0.04% of the 13F portfolio, value $2,609,315.

    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 31,372 shares
    Change vs previous 13F +3,803 shares

    0.04% of the 13F portfolio, value $2,365,140.

    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 27,569 shares
    Change vs previous 13F +288 shares

    0.04% of the 13F portfolio, value $1,901,681.

    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 27,281 shares
    Change vs previous 13F -4,032 shares

    0.05% of the 13F portfolio, value $1,848,276.

    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 31,313 shares
    Change vs previous 13F +20,329 shares

    0.05% of the 13F portfolio, value $1,405,642.

    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 10,984 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $690,671.

    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).