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Disclosery

Summit Financial, LLC: ET position timeline

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

Summit Financial, LLC held 716,515 ET 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 716,515 shares
    Change vs previous 13F +5,812 shares

    0.15% of the 13F portfolio, value $13,699,772.

    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 710,703 shares
    Change vs previous 13F -182 shares

    0.17% of the 13F portfolio, value $13,716,569.

    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 710,885 shares
    Change vs previous 13F +14,185 shares

    0.17% of the 13F portfolio, value $11,722,502.

    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 696,700 shares
    Change vs previous 13F +8,236 shares

    0.18% of the 13F portfolio, value $11,955,370.

    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 688,464 shares
    Change vs previous 13F +1,726 shares

    0.28% of the 13F portfolio, value $12,481,845.

    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 686,738 shares
    Change vs previous 13F +1,213 shares

    0.36% of the 13F portfolio, value $12,766,459.

    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 685,525 shares
    Change vs previous 13F +476,308 shares

    0.47% of the 13F portfolio, value $13,429,429.

    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 209,217 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,357,932.

    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).