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Disclosery

Summit Financial, LLC: EQT position timeline

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

Summit Financial, LLC held 66,325 EQT 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 66,325 shares
    Change vs previous 13F -113 shares

    0.04% of the 13F portfolio, value $3,526,510.

    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 66,438 shares
    Change vs previous 13F -466 shares

    0.05% of the 13F portfolio, value $4,228,103.

    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 66,904 shares
    Change vs previous 13F +53,740 shares

    0.05% of the 13F portfolio, value $3,586,057.

    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 13,164 shares
    Change vs previous 13F +490 shares

    0.01% of the 13F portfolio, value $716,518.

    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 12,674 shares
    Change vs previous 13F +362 shares

    0.02% of the 13F portfolio, value $739,149.

    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 12,312 shares
    Change vs previous 13F +874 shares

    0.02% of the 13F portfolio, value $657,830.

    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 11,438 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $527,406.

    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).