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Disclosery

Summit Financial, LLC: FNDF position timeline

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

Summit Financial, LLC held 209,904 FNDF 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 209,904 shares
    Change vs previous 13F +5,320 shares

    0.12% of the 13F portfolio, value $11,074,511.

    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 204,584 shares
    Change vs previous 13F -881 shares

    0.13% of the 13F portfolio, value $10,010,317.

    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 205,465 shares
    Change vs previous 13F -1,505 shares

    0.14% of the 13F portfolio, value $9,289,093.

    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 206,970 shares
    Change vs previous 13F +51,647 shares

    0.14% of the 13F portfolio, value $8,891,431.

    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 155,323 shares
    Change vs previous 13F -73,533 shares

    0.14% of the 13F portfolio, value $6,216,026.

    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 228,856 shares
    Change vs previous 13F -14,479 shares

    0.23% of the 13F portfolio, value $8,270,856.

    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 243,335 shares
    Change vs previous 13F -6,733 shares

    0.28% of the 13F portfolio, value $8,081,155.

    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 250,068 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $9,345,041.

    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).