Skip to content
Disclosery

Summit Financial, LLC: EW position timeline

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

Summit Financial, LLC held 5,717 EW 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 5,717 shares
    Change vs previous 13F -106 shares

    0.01% of the 13F portfolio, value $517,160.

    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 5,823 shares
    Change vs previous 13F +635 shares

    0.01% of the 13F portfolio, value $466,306.

    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 5,188 shares
    Change vs previous 13F -3,403 shares

    0.01% of the 13F portfolio, value $442,277.

    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 8,591 shares
    Change vs previous 13F +4,866 shares

    0.01% of the 13F portfolio, value $668,122.

    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 3,725 shares
    Change vs previous 13F -396 shares

    0.01% of the 13F portfolio, value $291,332.

    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 4,121 shares
    Change vs previous 13F -1,955 shares

    0.01% of the 13F portfolio, value $298,690.

    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 6,076 shares
    Change vs previous 13F +288 shares

    0.02% of the 13F portfolio, value $449,806.

    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 5,788 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $381,950.

    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).