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Disclosery

Summit Financial, LLC: GM position timeline

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

Summit Financial, LLC held 130,696 GM 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 130,696 shares
    Change vs previous 13F +375 shares

    0.11% of the 13F portfolio, value $10,074,018.

    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 130,321 shares
    Change vs previous 13F -1,926 shares

    0.12% of the 13F portfolio, value $9,708,893.

    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 132,247 shares
    Change vs previous 13F -33,534 shares

    0.16% of the 13F portfolio, value $10,754,325.

    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 165,781 shares
    Change vs previous 13F -51,468 shares

    0.15% of the 13F portfolio, value $10,107,660.

    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 217,249 shares
    Change vs previous 13F +39,363 shares

    0.24% of the 13F portfolio, value $10,690,840.

    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 177,886 shares
    Change vs previous 13F +2,019 shares

    0.23% of the 13F portfolio, value $8,365,984.

    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 175,867 shares
    Change vs previous 13F +80,663 shares

    0.33% of the 13F portfolio, value $9,368,448.

    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 95,204 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,268,955.

    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).