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Summit Financial, LLC: ETJ position timeline

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

Summit Financial, LLC held 14,941 ETJ 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 14,941 shares
    Change vs previous 13F -388 shares

    <0.01% of the 13F portfolio, value $123,558.

    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 15,329 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $125,236.

    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 15,325 shares
    Change vs previous 13F -7,920 shares

    <0.01% of the 13F portfolio, value $135,167.

    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 23,245 shares
    Change vs previous 13F +5,570 shares

    <0.01% of the 13F portfolio, value $208,973.

    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 17,675 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $159,782.

    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).