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Disclosery

Summit Financial, LLC: GOOG position timeline

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

Summit Financial, LLC held 187,108 GOOG 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 187,108 shares
    Change vs previous 13F +1,418 shares

    0.72% of the 13F portfolio, value $66,110,827.

    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 185,690 shares
    Change vs previous 13F +76,613 shares

    0.68% of the 13F portfolio, value $53,266,997.

    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 109,077 shares
    Change vs previous 13F -274 shares

    0.5% of the 13F portfolio, value $34,228,437.

    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 109,351 shares
    Change vs previous 13F +12,082 shares

    0.41% of the 13F portfolio, value $26,632,471.

    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 97,269 shares
    Change vs previous 13F +15,962 shares

    0.39% of the 13F portfolio, value $17,254,577.

    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 81,307 shares
    Change vs previous 13F +32,206 shares

    0.36% of the 13F portfolio, value $12,702,519.

    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 49,101 shares
    Change vs previous 13F +3,742 shares

    0.33% of the 13F portfolio, value $9,350,732.

    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 45,359 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $7,583,554.

    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).