Skip to content
Disclosery

Summit Financial, LLC: FENY position timeline

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

Summit Financial, LLC held 19,726 FENY 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 19,726 shares
    Change vs previous 13F -2,652 shares

    0.01% of the 13F portfolio, value $583,103.

    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 22,378 shares
    Change vs previous 13F -864 shares

    0.01% of the 13F portfolio, value $761,295.

    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 23,242 shares
    Change vs previous 13F -57,741 shares

    0.01% of the 13F portfolio, value $575,699.

    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 80,983 shares
    Change vs previous 13F +68,285 shares

    0.03% of the 13F portfolio, value $2,001,905.

    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 12,698 shares
    Change vs previous 13F -650 shares

    0.01% of the 13F portfolio, value $297,765.

    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 13,348 shares
    Change vs previous 13F -30 shares

    0.01% of the 13F portfolio, value $341,038.

    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 13,378 shares
    Change vs previous 13F -586 shares

    0.01% of the 13F portfolio, value $318,929.

    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 13,964 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $336,253.

    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).