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Disclosery

Summit Financial, LLC: FDN position timeline

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

Summit Financial, LLC held 10,129 FDN 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 10,129 shares
    Change vs previous 13F -26,625 shares

    0.03% of the 13F portfolio, value $2,681,349.

    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 36,754 shares
    Change vs previous 13F -1,824 shares

    0.11% of the 13F portfolio, value $8,601,539.

    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 38,578 shares
    Change vs previous 13F -724 shares

    0.15% of the 13F portfolio, value $10,384,426.

    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 39,302 shares
    Change vs previous 13F +63 shares

    0.17% of the 13F portfolio, value $10,998,272.

    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 39,239 shares
    Change vs previous 13F -2,640 shares

    0.24% of the 13F portfolio, value $10,568,240.

    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 41,879 shares
    Change vs previous 13F +37,122 shares

    0.26% of the 13F portfolio, value $9,303,420.

    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 4,757 shares
    Change vs previous 13F +145 shares

    0.04% of the 13F portfolio, value $1,156,760.

    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 4,612 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $976,960.

    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).