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Disclosery

Summit Financial, LLC: FLOT position timeline

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

Summit Financial, LLC held 14,867 FLOT 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 14,867 shares
    Change vs previous 13F +4,407 shares

    0.01% of the 13F portfolio, value $758,973.

    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 10,460 shares
    Change vs previous 13F -1,222 shares

    0.01% of the 13F portfolio, value $532,940.

    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 11,682 shares
    Change vs previous 13F -1,613 shares

    0.01% of the 13F portfolio, value $594,144.

    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 13,295 shares
    Change vs previous 13F -953 shares

    0.01% of the 13F portfolio, value $679,122.

    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 14,248 shares
    Change vs previous 13F +216 shares

    0.02% of the 13F portfolio, value $726,943.

    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 14,032 shares
    Change vs previous 13F +6,098 shares

    0.02% of the 13F portfolio, value $716,339.

    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 7,934 shares
    Change vs previous 13F +146 shares

    0.01% of the 13F portfolio, value $403,700.

    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 7,788 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $397,503.

    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).