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Disclosery

Summit Financial, LLC: EVR position timeline

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

Summit Financial, LLC held 1,952 EVR 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 1,952 shares
    Change vs previous 13F -36 shares

    0.01% of the 13F portfolio, value $666,353.

    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 1,988 shares
    Change vs previous 13F -65 shares

    0.01% of the 13F portfolio, value $593,324.

    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 2,053 shares
    Change vs previous 13F -58 shares

    0.01% of the 13F portfolio, value $698,481.

    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 2,111 shares
    Change vs previous 13F -40 shares

    0.01% of the 13F portfolio, value $711,958.

    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 2,151 shares
    Change vs previous 13F +603 shares

    0.01% of the 13F portfolio, value $580,931.

    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 1,548 shares
    Change vs previous 13F +586 shares

    0.01% of the 13F portfolio, value $309,201.

    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 962 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $266,677.

    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).