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Disclosery

Summit Financial, LLC: EFA position timeline

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

Summit Financial, LLC held 107,048 EFA 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 107,048 shares
    Change vs previous 13F +6,586 shares

    0.12% of the 13F portfolio, value $11,120,111.

    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 100,462 shares
    Change vs previous 13F +1,844 shares

    0.12% of the 13F portfolio, value $9,757,842.

    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 98,618 shares
    Change vs previous 13F +562 shares

    0.14% of the 13F portfolio, value $9,470,243.

    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 98,056 shares
    Change vs previous 13F +2,501 shares

    0.14% of the 13F portfolio, value $9,155,513.

    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 95,555 shares
    Change vs previous 13F -771 shares

    0.19% of the 13F portfolio, value $8,541,673.

    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 96,326 shares
    Change vs previous 13F +69,411 shares

    0.22% of the 13F portfolio, value $7,872,764.

    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 26,915 shares
    Change vs previous 13F -18,429 shares

    0.07% of the 13F portfolio, value $2,035,013.

    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 45,344 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,792,136.

    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).