Skip to content
Disclosery

Summit Financial, LLC: DFIS position timeline

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

Summit Financial, LLC held 93,848 DFIS 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 93,848 shares
    Change vs previous 13F +17,141 shares

    0.04% of the 13F portfolio, value $3,287,479.

    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 76,707 shares
    Change vs previous 13F +53,651 shares

    0.03% of the 13F portfolio, value $2,582,712.

    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 23,056 shares
    Change vs previous 13F +3,495 shares

    0.01% of the 13F portfolio, value $759,450.

    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 19,561 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $618,701.

    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).