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Disclosery

Summit Financial, LLC: EMR position timeline

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

Summit Financial, LLC held 31,760 EMR 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 31,760 shares
    Change vs previous 13F +2,644 shares

    0.05% of the 13F portfolio, value $4,546,438.

    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 29,116 shares
    Change vs previous 13F +951 shares

    0.05% of the 13F portfolio, value $3,814,816.

    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 28,165 shares
    Change vs previous 13F +533 shares

    0.05% of the 13F portfolio, value $3,738,038.

    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 27,632 shares
    Change vs previous 13F +5,876 shares

    0.06% of the 13F portfolio, value $3,624,715.

    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 21,756 shares
    Change vs previous 13F +1,237 shares

    0.07% of the 13F portfolio, value $2,900,727.

    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 20,519 shares
    Change vs previous 13F +1,425 shares

    0.06% of the 13F portfolio, value $2,249,729.

    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 19,094 shares
    Change vs previous 13F +11,007 shares

    0.08% of the 13F portfolio, value $2,366,329.

    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 8,087 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $884,512.

    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).