Skip to content
Disclosery

Summit Financial, LLC: F position timeline

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

Summit Financial, LLC held 98,507 F 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 98,507 shares
    Change vs previous 13F +7,654 shares

    0.02% of the 13F portfolio, value $1,369,249.

    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 90,853 shares
    Change vs previous 13F +1,177 shares

    0.01% of the 13F portfolio, value $1,048,448.

    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 89,676 shares
    Change vs previous 13F +24,502 shares

    0.02% of the 13F portfolio, value $1,176,546.

    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 65,174 shares
    Change vs previous 13F +20,656 shares

    0.01% of the 13F portfolio, value $779,482.

    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 44,518 shares
    Change vs previous 13F +1,805 shares

    0.01% of the 13F portfolio, value $483,018.

    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 42,713 shares
    Change vs previous 13F +1,302 shares

    0.01% of the 13F portfolio, value $428,416.

    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 41,411 shares
    Change vs previous 13F -2,303 shares

    0.01% of the 13F portfolio, value $409,967.

    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 43,714 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $461,618.

    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).