Skip to content
Disclosery

Summit Financial, LLC: DIA position timeline

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

Summit Financial, LLC held 44,815 DIA 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 44,815 shares
    Change vs previous 13F -130 shares

    0.26% of the 13F portfolio, value $23,473,952.

    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 44,945 shares
    Change vs previous 13F +150 shares

    0.27% of the 13F portfolio, value $20,862,716.

    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 44,795 shares
    Change vs previous 13F +172 shares

    0.32% of the 13F portfolio, value $21,573,856.

    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 44,623 shares
    Change vs previous 13F +2,240 shares

    0.32% of the 13F portfolio, value $20,693,249.

    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 42,383 shares
    Change vs previous 13F +29,399 shares

    0.42% of the 13F portfolio, value $18,726,519.

    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 12,984 shares
    Change vs previous 13F +5,720 shares

    0.15% of the 13F portfolio, value $5,451,621.

    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 7,264 shares
    Change vs previous 13F +209 shares

    0.11% of the 13F portfolio, value $3,099,519.

    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 7,055 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,993,998.

    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).