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Disclosery

Summit Financial, LLC: GE position timeline

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

Summit Financial, LLC held 26,872 GE 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 26,872 shares
    Change vs previous 13F +1,490 shares

    0.11% of the 13F portfolio, value $10,042,798.

    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 25,382 shares
    Change vs previous 13F +4,783 shares

    0.09% of the 13F portfolio, value $7,213,461.

    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 20,599 shares
    Change vs previous 13F +577 shares

    0.09% of the 13F portfolio, value $6,352,583.

    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 20,022 shares
    Change vs previous 13F +4,457 shares

    0.09% of the 13F portfolio, value $6,022,877.

    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 15,565 shares
    Change vs previous 13F +6,245 shares

    0.09% of the 13F portfolio, value $4,006,378.

    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 9,320 shares
    Change vs previous 13F +39 shares

    0.05% of the 13F portfolio, value $1,865,481.

    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 9,281 shares
    Change vs previous 13F +1,063 shares

    0.05% of the 13F portfolio, value $1,550,507.

    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 8,218 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,552,060.

    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).