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Disclosery

Summit Financial, LLC: FTSM position timeline

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

Summit Financial, LLC held 32,572 FTSM 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 32,572 shares
    Change vs previous 13F +4,655 shares

    0.02% of the 13F portfolio, value $1,951,552.

    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 27,917 shares
    Change vs previous 13F -5,357 shares

    0.02% of the 13F portfolio, value $1,674,680.

    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 33,274 shares
    Change vs previous 13F -4,032 shares

    0.03% of the 13F portfolio, value $1,994,101.

    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 37,306 shares
    Change vs previous 13F +4,822 shares

    0.03% of the 13F portfolio, value $2,234,980.

    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 32,484 shares
    Change vs previous 13F -11,657 shares

    0.04% of the 13F portfolio, value $1,953,463.

    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 44,141 shares
    Change vs previous 13F +11,006 shares

    0.07% of the 13F portfolio, value $2,641,391.

    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 33,135 shares
    Change vs previous 13F +830 shares

    0.07% of the 13F portfolio, value $1,980,490.

    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 32,305 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,942,098.

    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).