Skip to content
Disclosery

Summit Financial, LLC: FXR position timeline

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

Summit Financial, LLC held 20,050 FXR 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 20,050 shares
    Change vs previous 13F -1,211 shares

    0.02% of the 13F portfolio, value $1,826,917.

    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 21,261 shares
    Change vs previous 13F -76,117 shares

    0.02% of the 13F portfolio, value $1,735,521.

    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 97,378 shares
    Change vs previous 13F -2,625 shares

    0.11% of the 13F portfolio, value $7,777,578.

    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 100,003 shares
    Change vs previous 13F -378 shares

    0.12% of the 13F portfolio, value $7,806,235.

    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 100,381 shares
    Change vs previous 13F +3,537 shares

    0.17% of the 13F portfolio, value $7,450,279.

    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 96,844 shares
    Change vs previous 13F +85,482 shares

    0.19% of the 13F portfolio, value $6,744,199.

    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 11,362 shares
    Change vs previous 13F -85 shares

    0.03% of the 13F portfolio, value $849,973.

    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 11,447 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $867,225.

    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).