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Disclosery

Summit Financial, LLC: DVN position timeline

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

Summit Financial, LLC held 106,056 DVN 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 106,056 shares
    Change vs previous 13F +75,671 shares

    0.05% of the 13F portfolio, value $4,382,240.

    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 30,385 shares
    Change vs previous 13F +1,676 shares

    0.02% of the 13F portfolio, value $1,528,980.

    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 28,709 shares
    Change vs previous 13F +681 shares

    0.02% of the 13F portfolio, value $1,051,615.

    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 28,028 shares
    Change vs previous 13F +1,454 shares

    0.01% of the 13F portfolio, value $982,675.

    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 26,574 shares
    Change vs previous 13F -5,054 shares

    0.02% of the 13F portfolio, value $845,313.

    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 31,628 shares
    Change vs previous 13F -531 shares

    0.03% of the 13F portfolio, value $1,182,900.

    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 32,159 shares
    Change vs previous 13F +20,176 shares

    0.04% of the 13F portfolio, value $1,052,564.

    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 11,983 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $468,772.

    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).