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Disclosery

Summit Financial, LLC: DELL position timeline

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

Summit Financial, LLC held 75,206 DELL 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 75,206 shares
    Change vs previous 13F -11,303 shares

    0.36% of the 13F portfolio, value $32,448,200.

    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 86,509 shares
    Change vs previous 13F +51,063 shares

    0.18% of the 13F portfolio, value $14,198,769.

    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 35,446 shares
    Change vs previous 13F +1,307 shares

    0.07% of the 13F portfolio, value $4,461,960.

    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 34,139 shares
    Change vs previous 13F +24,746 shares

    0.07% of the 13F portfolio, value $4,839,927.

    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 9,393 shares
    Change vs previous 13F +2,978 shares

    0.03% of the 13F portfolio, value $1,151,626.

    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 6,415 shares
    Change vs previous 13F +1,817 shares

    0.02% of the 13F portfolio, value $584,756.

    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 4,598 shares
    Change vs previous 13F +206 shares

    0.02% of the 13F portfolio, value $529,906.

    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 4,392 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $520,581.

    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).