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Disclosery

Summit Financial, LLC: FDL position timeline

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

Summit Financial, LLC held 96,334 FDL 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 96,334 shares
    Change vs previous 13F +5,759 shares

    0.05% of the 13F portfolio, value $4,687,600.

    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 90,575 shares
    Change vs previous 13F +217 shares

    0.06% of the 13F portfolio, value $4,601,221.

    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 90,358 shares
    Change vs previous 13F +6,186 shares

    0.06% of the 13F portfolio, value $4,006,490.

    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 84,172 shares
    Change vs previous 13F +16,892 shares

    0.06% of the 13F portfolio, value $3,653,915.

    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 67,280 shares
    Change vs previous 13F +41,807 shares

    0.06% of the 13F portfolio, value $2,817,019.

    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 25,473 shares
    Change vs previous 13F +3,628 shares

    0.03% of the 13F portfolio, value $1,106,547.

    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 21,845 shares
    Change vs previous 13F +1,587 shares

    0.03% of the 13F portfolio, value $886,033.

    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 20,258 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $849,823.

    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).