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Disclosery

Summit Financial, LLC: DE position timeline

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

Summit Financial, LLC held 8,371 DE 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 8,371 shares
    Change vs previous 13F +39 shares

    0.06% of the 13F portfolio, value $5,323,729.

    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 8,332 shares
    Change vs previous 13F +25 shares

    0.06% of the 13F portfolio, value $4,706,725.

    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 8,307 shares
    Change vs previous 13F -32 shares

    0.06% of the 13F portfolio, value $3,880,865.

    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 8,339 shares
    Change vs previous 13F +52 shares

    0.06% of the 13F portfolio, value $3,812,894.

    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 8,287 shares
    Change vs previous 13F +1,363 shares

    0.1% of the 13F portfolio, value $4,227,027.

    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 6,924 shares
    Change vs previous 13F +172 shares

    0.09% of the 13F portfolio, value $3,249,956.

    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 6,752 shares
    Change vs previous 13F +2,509 shares

    0.1% of the 13F portfolio, value $2,871,704.

    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 4,243 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,777,061.

    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).