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Disclosery

Summit Financial, LLC: GBDC position timeline

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

Summit Financial, LLC held 25,809 GBDC 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 25,809 shares
    Change vs previous 13F -684 shares

    <0.01% of the 13F portfolio, value $332,420.

    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 26,493 shares
    Change vs previous 13F +8,300 shares

    <0.01% of the 13F portfolio, value $335,401.

    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 18,193 shares
    Change vs previous 13F -7,166 shares

    <0.01% of the 13F portfolio, value $246,879.

    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 25,359 shares
    Change vs previous 13F -1,050 shares

    0.01% of the 13F portfolio, value $347,165.

    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 26,409 shares
    Change vs previous 13F -1,048 shares

    0.01% of the 13F portfolio, value $386,892.

    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 27,457 shares
    Change vs previous 13F -456 shares

    0.01% of the 13F portfolio, value $415,699.

    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 27,913 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $423,161.

    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).