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Disclosery

Summit Financial, LLC: FSTA position timeline

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

Summit Financial, LLC held 4,159 FSTA 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 4,159 shares
    Change vs previous 13F -276 shares

    <0.01% of the 13F portfolio, value $218,514.

    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 4,435 shares
    Change vs previous 13F -878 shares

    <0.01% of the 13F portfolio, value $232,084.

    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 5,313 shares
    Change vs previous 13F +351 shares

    <0.01% of the 13F portfolio, value $261,346.

    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 4,962 shares
    Change vs previous 13F -347 shares

    <0.01% of the 13F portfolio, value $247,306.

    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 5,309 shares
    Change vs previous 13F -1,200 shares

    0.01% of the 13F portfolio, value $271,555.

    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 6,509 shares
    Change vs previous 13F +10 shares

    0.01% of the 13F portfolio, value $332,805.

    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 6,499 shares
    Change vs previous 13F +30 shares

    0.01% of the 13F portfolio, value $321,246.

    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 6,469 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $330,242.

    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).