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Disclosery

Summit Financial, LLC: FBT position timeline

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

Summit Financial, LLC held 66,638 FBT 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 66,638 shares
    Change vs previous 13F +41,843 shares

    0.18% of the 13F portfolio, value $16,518,894.

    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 24,795 shares
    Change vs previous 13F +22,304 shares

    0.06% of the 13F portfolio, value $4,979,332.

    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 2,491 shares
    Change vs previous 13F -143 shares

    0.01% of the 13F portfolio, value $514,457.

    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 2,634 shares
    Change vs previous 13F -1,070 shares

    0.01% of the 13F portfolio, value $472,264.

    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 3,704 shares
    Change vs previous 13F -3,955 shares

    0.01% of the 13F portfolio, value $597,583.

    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 7,659 shares
    Change vs previous 13F +5,266 shares

    0.04% of the 13F portfolio, value $1,302,955.

    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 2,393 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $397,741.

    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 2,393 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $411,428.

    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).