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Disclosery

Summit Financial, LLC: DEO position timeline

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

Summit Financial, LLC held 4,113 DEO 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 4,113 shares
    Change vs previous 13F +232 shares

    <0.01% of the 13F portfolio, value $330,616.

    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 3,881 shares
    Change vs previous 13F +760 shares

    <0.01% of the 13F portfolio, value $288,948.

    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 3,121 shares
    Change vs previous 13F -113 shares

    <0.01% of the 13F portfolio, value $269,233.

    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 3,234 shares
    Change vs previous 13F -111 shares

    <0.01% of the 13F portfolio, value $308,609.

    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 3,345 shares
    Change vs previous 13F -768 shares

    0.01% of the 13F portfolio, value $337,297.

    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 4,113 shares
    Change vs previous 13F -1,039 shares

    0.01% of the 13F portfolio, value $431,036.

    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 5,152 shares
    Change vs previous 13F -1,845 shares

    0.02% of the 13F portfolio, value $654,990.

    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 6,997 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $999,583.

    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).