Skip to content
Disclosery

Summit Financial, LLC: FEZ position timeline

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

Summit Financial, LLC held 56,165 FEZ 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 56,165 shares
    Change vs previous 13F +1,011 shares

    0.04% of the 13F portfolio, value $3,857,423.

    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 55,154 shares
    Change vs previous 13F -1,721 shares

    0.04% of the 13F portfolio, value $3,423,946.

    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 56,875 shares
    Change vs previous 13F +1,016 shares

    0.05% of the 13F portfolio, value $3,662,208.

    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 55,859 shares
    Change vs previous 13F -1,176 shares

    0.05% of the 13F portfolio, value $3,469,950.

    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 57,035 shares
    Change vs previous 13F +2,337 shares

    0.08% of the 13F portfolio, value $3,406,692.

    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 54,698 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,976,101.

    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).