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Disclosery

Summit Financial, LLC: FPE position timeline

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

Summit Financial, LLC held 546,256 FPE 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 546,256 shares
    Change vs previous 13F -32,338 shares

    0.11% of the 13F portfolio, value $9,767,050.

    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 578,594 shares
    Change vs previous 13F -939 shares

    0.13% of the 13F portfolio, value $10,270,049.

    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 579,533 shares
    Change vs previous 13F +14,174 shares

    0.16% of the 13F portfolio, value $10,559,092.

    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 565,359 shares
    Change vs previous 13F +27,643 shares

    0.16% of the 13F portfolio, value $10,312,150.

    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 537,716 shares
    Change vs previous 13F +455,509 shares

    0.22% of the 13F portfolio, value $9,571,339.

    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 82,207 shares
    Change vs previous 13F +4,141 shares

    0.04% of the 13F portfolio, value $1,446,021.

    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 78,066 shares
    Change vs previous 13F -6,230 shares

    0.05% of the 13F portfolio, value $1,381,775.

    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 84,296 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,525,765.

    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).