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Disclosery

Summit Financial, LLC: DOV position timeline

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

Summit Financial, LLC held 6,095 DOV 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 6,095 shares
    Change vs previous 13F -41 shares

    0.01% of the 13F portfolio, value $1,366,885.

    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 6,136 shares
    Change vs previous 13F -414 shares

    0.02% of the 13F portfolio, value $1,278,951.

    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 6,550 shares
    Change vs previous 13F -147 shares

    0.02% of the 13F portfolio, value $1,278,824.

    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 6,697 shares
    Change vs previous 13F -15 shares

    0.02% of the 13F portfolio, value $1,117,261.

    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 6,712 shares
    Change vs previous 13F +113 shares

    0.03% of the 13F portfolio, value $1,229,840.

    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 6,599 shares
    Change vs previous 13F +60 shares

    0.03% of the 13F portfolio, value $1,159,312.

    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 6,539 shares
    Change vs previous 13F +1,094 shares

    0.04% of the 13F portfolio, value $1,226,716.

    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 5,445 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,044,024.

    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).