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Disclosery

Summit Financial, LLC: GLD position timeline

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

Summit Financial, LLC held 61,895 GLD 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 61,895 shares
    Change vs previous 13F +4,246 shares

    0.25% of the 13F portfolio, value $22,800,910.

    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 57,649 shares
    Change vs previous 13F -2,735 shares

    0.32% of the 13F portfolio, value $24,805,596.

    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 60,384 shares
    Change vs previous 13F +7,644 shares

    0.35% of the 13F portfolio, value $23,930,931.

    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 52,740 shares
    Change vs previous 13F -17,137 shares

    0.29% of the 13F portfolio, value $18,747,342.

    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 69,877 shares
    Change vs previous 13F +24,481 shares

    0.48% of the 13F portfolio, value $21,300,518.

    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 45,396 shares
    Change vs previous 13F +14,858 shares

    0.37% of the 13F portfolio, value $13,080,544.

    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 30,538 shares
    Change vs previous 13F +3,025 shares

    0.26% of the 13F portfolio, value $7,394,048.

    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 27,513 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $6,687,362.

    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).