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Disclosery

Summit Financial, LLC: EFG position timeline

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

Summit Financial, LLC held 22,609 EFG 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 22,609 shares
    Change vs previous 13F +694 shares

    0.03% of the 13F portfolio, value $2,812,970.

    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 21,915 shares
    Change vs previous 13F +2,366 shares

    0.03% of the 13F portfolio, value $2,440,704.

    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 19,549 shares
    Change vs previous 13F -166 shares

    0.03% of the 13F portfolio, value $2,227,054.

    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 19,715 shares
    Change vs previous 13F -311 shares

    0.03% of the 13F portfolio, value $2,245,131.

    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 20,026 shares
    Change vs previous 13F +740 shares

    0.05% of the 13F portfolio, value $2,242,899.

    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 19,286 shares
    Change vs previous 13F +13,481 shares

    0.05% of the 13F portfolio, value $1,928,629.

    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 5,805 shares
    Change vs previous 13F +1,366 shares

    0.02% of the 13F portfolio, value $562,098.

    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 4,439 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $477,858.

    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).