Skip to content
Disclosery

Summit Financial, LLC: FTCS position timeline

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

Summit Financial, LLC held 24,700 FTCS 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 24,700 shares
    Change vs previous 13F -320 shares

    0.03% of the 13F portfolio, value $2,319,836.

    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 25,020 shares
    Change vs previous 13F -39 shares

    0.03% of the 13F portfolio, value $2,320,817.

    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 25,059 shares
    Change vs previous 13F -18,126 shares

    0.03% of the 13F portfolio, value $2,318,259.

    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 43,185 shares
    Change vs previous 13F +4,131 shares

    0.06% of the 13F portfolio, value $4,043,836.

    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 39,054 shares
    Change vs previous 13F +22,092 shares

    0.08% of the 13F portfolio, value $3,549,584.

    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 16,962 shares
    Change vs previous 13F +2,009 shares

    0.04% of the 13F portfolio, value $1,520,491.

    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 14,953 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $1,313,159.

    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 14,952 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,357,655.

    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).