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Disclosery

Summit Financial, LLC: GIS position timeline

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

Summit Financial, LLC held 15,164 GIS 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 15,164 shares
    Change vs previous 13F -9,327 shares

    0.01% of the 13F portfolio, value $527,709.

    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 24,491 shares
    Change vs previous 13F +16,098 shares

    0.01% of the 13F portfolio, value $911,558.

    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 8,393 shares
    Change vs previous 13F -1,431 shares

    0.01% of the 13F portfolio, value $390,293.

    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 9,824 shares
    Change vs previous 13F -2,960 shares

    0.01% of the 13F portfolio, value $495,327.

    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 12,784 shares
    Change vs previous 13F +4,996 shares

    0.01% of the 13F portfolio, value $662,361.

    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 7,788 shares
    Change vs previous 13F +166 shares

    0.01% of the 13F portfolio, value $465,649.

    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 7,622 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $486,042.

    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).