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Disclosery

Summit Financial, LLC: DOW position timeline

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

Summit Financial, LLC held 13,556 DOW 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 13,556 shares
    Change vs previous 13F -4,321 shares

    <0.01% of the 13F portfolio, value $370,894.

    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 17,877 shares
    Change vs previous 13F +1,928 shares

    0.01% of the 13F portfolio, value $744,559.

    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 15,949 shares
    Change vs previous 13F -105 shares

    0.01% of the 13F portfolio, value $372,885.

    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 16,054 shares
    Change vs previous 13F +3,131 shares

    0.01% of the 13F portfolio, value $368,119.

    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 12,923 shares
    Change vs previous 13F +351 shares

    0.01% of the 13F portfolio, value $342,210.

    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 12,572 shares
    Change vs previous 13F -1,061 shares

    0.01% of the 13F portfolio, value $439,007.

    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 13,633 shares
    Change vs previous 13F +1,785 shares

    0.02% of the 13F portfolio, value $547,102.

    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 11,848 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $647,263.

    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).