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Summit Financial, LLC: ENB position timeline

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

Summit Financial, LLC held 33,126 ENB 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 33,126 shares
    Change vs previous 13F +4,441 shares

    0.02% of the 13F portfolio, value $1,795,742.

    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 28,685 shares
    Change vs previous 13F +399 shares

    0.02% of the 13F portfolio, value $1,552,987.

    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 28,286 shares
    Change vs previous 13F +1,656 shares

    0.02% of the 13F portfolio, value $1,352,898.

    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 26,630 shares
    Change vs previous 13F +489 shares

    0.02% of the 13F portfolio, value $1,343,738.

    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 26,141 shares
    Change vs previous 13F +2,556 shares

    0.03% of the 13F portfolio, value $1,184,693.

    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 23,585 shares
    Change vs previous 13F +439 shares

    0.03% of the 13F portfolio, value $1,045,065.

    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 23,146 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $982,091.

    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).