Skip to content
Disclosery

Summit Financial, LLC: DAL position timeline

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

Summit Financial, LLC held 68,725 DAL 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 68,725 shares
    Change vs previous 13F +25,273 shares

    0.07% of the 13F portfolio, value $6,436,748.

    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 43,452 shares
    Change vs previous 13F +1,006 shares

    0.04% of the 13F portfolio, value $2,888,722.

    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 42,446 shares
    Change vs previous 13F -1,716 shares

    0.04% of the 13F portfolio, value $2,945,730.

    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 44,162 shares
    Change vs previous 13F +7,604 shares

    0.04% of the 13F portfolio, value $2,506,195.

    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 36,558 shares
    Change vs previous 13F +16,308 shares

    0.04% of the 13F portfolio, value $1,797,925.

    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 20,250 shares
    Change vs previous 13F +622 shares

    0.02% of the 13F portfolio, value $882,905.

    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 19,628 shares
    Change vs previous 13F -2,161 shares

    0.04% of the 13F portfolio, value $1,187,501.

    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 21,789 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,106,669.

    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).