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Disclosery

Summit Financial, LLC: GS position timeline

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

Summit Financial, LLC held 32,547 GS 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 32,547 shares
    Change vs previous 13F -4,625 shares

    0.36% of the 13F portfolio, value $32,916,608.

    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 37,172 shares
    Change vs previous 13F +7,860 shares

    0.4% of the 13F portfolio, value $31,446,838.

    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 29,312 shares
    Change vs previous 13F +13,321 shares

    0.38% of the 13F portfolio, value $25,765,614.

    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 15,991 shares
    Change vs previous 13F +8,661 shares

    0.19% of the 13F portfolio, value $12,734,805.

    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 7,330 shares
    Change vs previous 13F +1,376 shares

    0.12% of the 13F portfolio, value $5,187,603.

    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 5,954 shares
    Change vs previous 13F +2,912 shares

    0.09% of the 13F portfolio, value $3,252,505.

    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 3,042 shares
    Change vs previous 13F +251 shares

    0.06% of the 13F portfolio, value $1,742,014.

    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 2,791 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,381,776.

    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).